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Baldwin Wealth Partners’s Xerox XRX Stock Holding History

Baldwin Wealth Partners’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
-31
Closed -$1K – 507
2017
Q3 		$1K Buy
+31
New +$976 ﹤0.01% 471
2016
Q3 		– Sell
-387
Closed -$10K – 572
2016
Q2 		$10K Buy
+387
New +$10.2K ﹤0.01% 398
2015
Q2 		– Sell
-36,605
Closed -$1.24M – 260
2015
Q1 		$1.24M Buy
36,605
+117
+0.3% +$4.13K 0.18% 113
2014
Q4 		$1.33M Buy
36,488
+2,243
+7% +$79.1K 0.19% 113
2014
Q3 		$1.19M Buy
34,245
+3,973
+13% +$139K 0.17% 121
2014
Q2 		$992K Buy
30,272
+230
+0.8% +$7.31K 0.15% 136
2014
Q1 		$895K Sell
30,042
-85
-0.3% -$2.49K 0.14% 134
2013
Q4 		$966K Buy
+30,127
New +$867K 0.16% 132

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

Baldwin Wealth Partners's XRX Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Xerox (XRX) in Q4 2017, closing a stake of 31 shares — an estimated $1K sold.

Baldwin Wealth Partners first reported a position in XRX in Q4 2013 and held it in 8 quarters. The position peaked at $1.33M in Q4 2014. 484 funds tracked by Wall St. Rank hold XRX as of Q4 2017.

  • Baldwin Wealth Partners reported no remaining Xerox position as of Q4 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 31 Xerox shares in Q4 2017, an estimated $1K.
  • Baldwin Wealth Partners first reported a position in Xerox in Q4 2013 and held it in 8 quarters.
  • Baldwin Wealth Partners's Xerox position peaked at $1.33M in Q4 2014.
  • 484 funds tracked by Wall St. Rank held Xerox as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.