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Allen Investment Management’s Xerox XRX Stock Holding History

Allen Investment Management’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
2017
Q3 		– Sell
-10,156
Closed -$292K – 228
2017
Q2 		$292K Buy
10,156
+1,062
+12% +$30K 0.01% 199
2017
Q1 		$267K Sell
9,094
-4,715
-34% -$136K 0.01% 200
2016
Q4 		$318K Buy
13,809
+2,009
+17% +$50K 0.02% 183
2016
Q3 		$315K Hold
11,800
– – 0.02% 182
2016
Q2 		$295K Hold
11,800
– – 0.02% 178
2016
Q1 		$347K Buy
+11,800
New +$304K 0.03% 158

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allen Investment Management's XRX Position: Q3 2017 in Review

Allen Investment Management sold out of Xerox (XRX) in Q3 2017, closing a stake of 10,156 shares — an estimated $292K sold.

Allen Investment Management first reported a position in XRX in Q1 2016 and held it in 6 quarters. The position peaked at $347K in Q1 2016. 460 funds tracked by Wall St. Rank hold XRX as of Q3 2017.

  • Allen Investment Management reported no remaining Xerox position as of Q3 2017 after selling out during the quarter.
  • Allen Investment Management sold 10,156 Xerox shares in Q3 2017, an estimated $292K.
  • Allen Investment Management first reported a position in Xerox in Q1 2016 and held it in 6 quarters.
  • Allen Investment Management's Xerox position peaked at $347K in Q1 2016.
  • 460 funds tracked by Wall St. Rank held Xerox as of Q3 2017.

Based on Allen Investment Management's 13F filing for Q3 2017, filed 7 Nov 2017.