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Beach Point Capital Management’s XPO XPO Stock Holding History

Beach Point Capital 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
Q2 		– Sell
-163,364
Closed -$5.75M – 39
2018
Q1 		$5.75M Sell
163,364
-43,371
-21% -$1.45M 1.29% 26
2017
Q4 		$6.55M Buy
206,735
+40,480
+24% +$1.04M 1.57% 18
2017
Q3 		$3.9M Buy
+166,255
New +$3.48M 0.9% 22

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Beach Point Capital Management's XPO Position: Q2 2018 in Review

Beach Point Capital Management sold out of XPO (XPO) in Q2 2018, closing a stake of 163,364 shares — an estimated $5.75M sold.

Beach Point Capital Management first reported a position in XPO in Q3 2017 and held it in 3 quarters. The position peaked at $6.55M in Q4 2017. 496 funds tracked by Wall St. Rank hold XPO as of Q2 2018.

  • Beach Point Capital Management reported no remaining XPO position as of Q2 2018 after selling out during the quarter.
  • Beach Point Capital Management sold 163,364 XPO shares in Q2 2018, an estimated $5.75M.
  • Beach Point Capital Management first reported a position in XPO in Q3 2017 and held it in 3 quarters.
  • Beach Point Capital Management's XPO position peaked at $6.55M in Q4 2017.
  • 496 funds tracked by Wall St. Rank held XPO as of Q2 2018.

Based on Beach Point Capital Management's 13F filing for Q2 2018, filed 3 Aug 2018.