Alera Investment Advisors’s XPO XPO Stock Holding History

Alera Investment Advisors’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-240	Closed	-$4K	–	1038
2019 Q1	$4K	Sell	240 -14	-6%	-$269	﹤0.01%	697
2018 Q4	$5K	Buy	+254	New	+$7.04K	﹤0.01%	616

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Alera Investment Advisors's XPO Position: Q2 2019 in Review

Alera Investment Advisors sold out of XPO (XPO) in Q2 2019, closing a stake of 240 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in XPO in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2018. 371 funds tracked by Wall St. Rank hold XPO as of Q2 2019.

Alera Investment Advisors reported no remaining XPO position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 240 XPO shares in Q2 2019, an estimated $4K.
Alera Investment Advisors first reported a position in XPO in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's XPO position peaked at $5K in Q4 2018.
371 funds tracked by Wall St. Rank held XPO as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.