Avantax Planning Partners’s XPO XPO Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-252	Closed	-$9K	–	1515
2018 Q1	$9K	Buy	+252	New	+$8.41K	﹤0.01%	1122

Other funds holding XPO

OAG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Planning Partners's XPO Position: Q2 2018 in Review

Avantax Planning Partners sold out of XPO (XPO) in Q2 2018, closing a stake of 252 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in XPO in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 495 funds tracked by Wall St. Rank hold XPO as of Q2 2018.

Avantax Planning Partners reported no remaining XPO position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 252 XPO shares in Q2 2018, an estimated $9K.
Avantax Planning Partners first reported a position in XPO in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's XPO position peaked at $9K in Q1 2018.
495 funds tracked by Wall St. Rank held XPO as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.