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Bedel Financial Consulting’s Xerox XRX Stock Holding History

Bedel Financial Consulting’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
2018
Q4 		– Sell
-80
Closed -$2K – 720
2018
Q3 		$2K Sell
80
-91
-53% -$2.41K ﹤0.01% 629
2018
Q2 		$4K Sell
171
-54
-24% -$1.53K ﹤0.01% 580
2018
Q1 		$6K Buy
+225
New +$6.92K ﹤0.01% 530

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bedel Financial Consulting's XRX Position: Q4 2018 in Review

Bedel Financial Consulting sold out of Xerox (XRX) in Q4 2018, closing a stake of 80 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in XRX in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q1 2018. 467 funds tracked by Wall St. Rank hold XRX as of Q4 2018.

  • Bedel Financial Consulting reported no remaining Xerox position as of Q4 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 80 Xerox shares in Q4 2018, an estimated $2K.
  • Bedel Financial Consulting first reported a position in Xerox in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Xerox position peaked at $6K in Q1 2018.
  • 467 funds tracked by Wall St. Rank held Xerox as of Q4 2018.

Based on Bedel Financial Consulting's 13F filing for Q4 2018, filed 28 Jan 2019.