Bollard Group’s XPO XPO Stock Holding History

Bollard Group’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 Q4	–	Sell	-578	Closed	-$23K	–	277
2018 Q3	$23K	Hold	578	–	–	﹤0.01%	233
2018 Q2	$20K	Hold	578	–	–	﹤0.01%	232
2018 Q1	$20K	Buy	+578	New	+$19.3K	﹤0.01%	235

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Bollard Group's XPO Position: Q4 2018 in Review

Bollard Group sold out of XPO (XPO) in Q4 2018, closing a stake of 578 shares — an estimated $23K sold.

Bollard Group first reported a position in XPO in Q1 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 427 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

Bollard Group reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
Bollard Group sold 578 XPO shares in Q4 2018, an estimated $23K.
Bollard Group first reported a position in XPO in Q1 2018 and held it in 3 quarters.
Bollard Group's XPO position peaked at $23K in Q3 2018.
427 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Bollard Group's 13F filing for Q4 2018, filed 5 Feb 2019.