AWA
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Arete Wealth Advisors’s Xerox XRX Stock Holding History

Arete Wealth Advisors’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
2018
Q3 		– Sell
-9,956
Closed -$239K – 397
2018
Q2 		$239K Sell
9,956
-314
-3% -$8.88K 0.06% 315
2018
Q1 		$296K Sell
10,270
-350
-3% -$10.8K 0.1% 237
2017
Q4 		$310K Sell
10,620
-1,840
-15% -$55.9K 0.1% 229
2017
Q3 		$415K Buy
12,460
+2,074
+20% +$65.3K 0.17% 175
2017
Q2 		$298K Sell
10,386
-2,555
-20% -$72.2K 0.14% 188
2017
Q1 		$380K Sell
12,941
-4,178
-24% -$121K 0.17% 129
2016
Q4 		$394K Buy
+17,119
New +$426K 0.18% 109

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return