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B. Riley Wealth Advisors’s Xerox XRX Stock Holding History

B. Riley 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
2017
Q4 		– Sell
-10,919
Closed -$365K – 670
2017
Q3 		$365K Buy
+10,919
New +$344K 0.06% 332
2017
Q2 		– Sell
-3,767
Closed -$113K – 562
2017
Q1 		$113K Buy
+3,767
New +$109K 0.02% 485
2015
Q1 		– Sell
-4,269
Closed -$156K – 2019
2014
Q4 		$156K Sell
4,269
-188
-4% -$6.63K ﹤0.01% 1501
2014
Q3 		$155K Buy
4,457
+845
+23% +$29.5K 0.04% 542
2014
Q2 		$118K Sell
3,612
-56
-2% -$1.78K 0.03% 654
2014
Q1 		$109K Buy
3,668
+1,027
+39% +$30.1K 0.03% 592
2013
Q4 		$85K Buy
+2,641
New +$76K 0.03% 582

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 $8.26B AUM 15.11% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Advisors's XRX Position: Q4 2017 in Review

B. Riley Wealth Advisors sold out of Xerox (XRX) in Q4 2017, closing a stake of 10,919 shares — an estimated $365K sold.

B. Riley Wealth Advisors first reported a position in XRX in Q4 2013 and held it in 7 quarters. The position peaked at $365K in Q3 2017. 484 funds tracked by Wall St. Rank hold XRX as of Q4 2017.

  • B. Riley Wealth Advisors reported no remaining Xerox position as of Q4 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,919 Xerox shares in Q4 2017, an estimated $365K.
  • B. Riley Wealth Advisors first reported a position in Xerox in Q4 2013 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Xerox position peaked at $365K in Q3 2017.
  • 484 funds tracked by Wall St. Rank held Xerox as of Q4 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.