Advisory Research’s Xerox XRX Stock Holding History

Advisory Research’s Portfolio XRX Stock Details XRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,387	Closed	-$71K	–	685
2014 Q1	$71K	Buy	+2,387	New	+$69.9K	﹤0.01%	472

Other funds holding XRX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advisory Research's XRX Position: Q2 2014 in Review

Advisory Research sold out of Xerox (XRX) in Q2 2014, closing a stake of 2,387 shares — an estimated $71K sold.

Advisory Research first reported a position in XRX in Q1 2014 and held it in 1 quarter. The position peaked at $71K in Q1 2014. 551 funds tracked by Wall St. Rank hold XRX as of Q2 2014.

Advisory Research reported no remaining Xerox position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 2,387 Xerox shares in Q2 2014, an estimated $71K.
Advisory Research first reported a position in Xerox in Q1 2014 and held it in 1 quarter.
Advisory Research's Xerox position peaked at $71K in Q1 2014.
551 funds tracked by Wall St. Rank held Xerox as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.