BRWM
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B. Riley Wealth Management’s XPO XPO Stock Holding History

B. Riley Wealth Management’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
Q1 		– Sell
-27,864
Closed -$550K – 428
2018
Q4 		$550K Sell
27,864
-3,389
-11% -$93.9K 0.12% 177
2018
Q3 		$1.23M Buy
+31,253
New +$1.14M 0.3% 79
2015
Q2 		– Sell
-289
Closed -$4K – 1089
2015
Q1 		$4K Buy
+289
New +$4.19K ﹤0.01% 899

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Management's XPO Position: Q1 2019 in Review

B. Riley Wealth Management sold out of XPO (XPO) in Q1 2019, closing a stake of 27,864 shares — an estimated $550K sold.

B. Riley Wealth Management first reported a position in XPO in Q1 2015 and held it in 3 quarters. The position peaked at $1.23M in Q3 2018. 388 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

  • B. Riley Wealth Management reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 27,864 XPO shares in Q1 2019, an estimated $550K.
  • B. Riley Wealth Management first reported a position in XPO in Q1 2015 and held it in 3 quarters.
  • B. Riley Wealth Management's XPO position peaked at $1.23M in Q3 2018.
  • 388 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on B. Riley Wealth Management's 13F filing for Q1 2019, filed 17 May 2019.