Baystate Wealth Management’s XPO XPO Stock Holding History

Baystate 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
2018 Q1	–	Sell	-289	Closed	-$10K	–	733
2017 Q4	$10K	Buy	+289	New	+$7.39K	﹤0.01%	376

Other funds holding XPO

OAG

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

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

SHIM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baystate Wealth Management's XPO Position: Q1 2018 in Review

Baystate Wealth Management sold out of XPO (XPO) in Q1 2018, closing a stake of 289 shares — an estimated $10K sold.

Baystate Wealth Management first reported a position in XPO in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 455 funds tracked by Wall St. Rank hold XPO as of Q1 2018.

Baystate Wealth Management reported no remaining XPO position as of Q1 2018 after selling out during the quarter.
Baystate Wealth Management sold 289 XPO shares in Q1 2018, an estimated $10K.
Baystate Wealth Management first reported a position in XPO in Q4 2017 and held it in 1 quarter.
Baystate Wealth Management's XPO position peaked at $10K in Q4 2017.
455 funds tracked by Wall St. Rank held XPO as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.