Bruderman Asset Management’s XPO XPO Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-289	Closed	-$5K	–	588
2019 Q1	$5K	Hold	289	–	–	﹤0.01%	500
2018 Q4	$6K	Buy	+289	New	+$8.01K	﹤0.01%	475

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

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

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

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

EIP

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bruderman Asset Management's XPO Position: Q2 2019 in Review

Bruderman Asset Management sold out of XPO (XPO) in Q2 2019, closing a stake of 289 shares — an estimated $5K sold.

Bruderman Asset Management first reported a position in XPO in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 371 funds tracked by Wall St. Rank hold XPO as of Q2 2019.

Bruderman Asset Management reported no remaining XPO position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 289 XPO shares in Q2 2019, an estimated $5K.
Bruderman Asset Management first reported a position in XPO in Q4 2018 and held it in 2 quarters.
Bruderman Asset Management's XPO position peaked at $6K in Q4 2018.
371 funds tracked by Wall St. Rank held XPO as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.