B. Riley Wealth Advisors’s XPO XPO Stock Holding History

B. Riley Wealth 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 Q3	–	Sell	-11,401	Closed	-$228K	–	857
2019 Q2	$228K	Sell	11,401 -1,179	-9%	-$24K	0.03%	670
2019 Q1	$234K	Sell	12,580 -2,212	-15%	-$42.5K	0.03%	595
2018 Q4	$292K	Buy	14,792 +2,639	+22%	+$73.1K	0.04%	445
2018 Q3	$481K	Sell	12,153 -147	-1%	-$5.35K	0.06%	362
2018 Q2	$427K	Buy	12,300 +4,375	+55%	+$159K	0.06%	369
2018 Q1	$280K	Sell	7,925 -110	-1%	-$3.67K	0.04%	477
2017 Q4	$255K	Buy	+8,035	New	+$205K	0.03%	506
2015 Q1	–	Sell	-463	Closed	-$7K	–	2016
2014 Q4	$7K	Buy	+463	New	+$6.11K	﹤0.01%	3040

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

B. Riley Wealth Advisors's XPO Position: Q3 2019 in Review

B. Riley Wealth Advisors sold out of XPO (XPO) in Q3 2019, closing a stake of 11,401 shares — an estimated $228K sold.

B. Riley Wealth Advisors first reported a position in XPO in Q4 2014 and held it in 8 quarters. The position peaked at $481K in Q3 2018. 366 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

B. Riley Wealth Advisors reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
B. Riley Wealth Advisors sold 11,401 XPO shares in Q3 2019, an estimated $228K.
B. Riley Wealth Advisors first reported a position in XPO in Q4 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's XPO position peaked at $481K in Q3 2018.
366 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.