Calton & Associates’s XPO XPO Stock Holding History

Calton & Associates’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	-7,156	Closed	-$252K	–	398
2018 Q1	$252K	Buy	+7,156	New	+$239K	0.07%	274

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Calton & Associates's XPO Position: Q2 2018 in Review

Calton & Associates sold out of XPO (XPO) in Q2 2018, closing a stake of 7,156 shares — an estimated $252K sold.

Calton & Associates first reported a position in XPO in Q1 2018 and held it in 1 quarter. The position peaked at $252K in Q1 2018. 495 funds tracked by Wall St. Rank hold XPO as of Q2 2018.

Calton & Associates reported no remaining XPO position as of Q2 2018 after selling out during the quarter.
Calton & Associates sold 7,156 XPO shares in Q2 2018, an estimated $252K.
Calton & Associates first reported a position in XPO in Q1 2018 and held it in 1 quarter.
Calton & Associates's XPO position peaked at $252K in Q1 2018.
495 funds tracked by Wall St. Rank held XPO as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.