CFA
XRX icon

Camarda Financial Advisors’s Xerox XRX Stock Holding History

Camarda Financial Advisors’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
2016
Q4 		– Sell
-240
Closed -$6K – 286
2016
Q3 		$6K Sell
240
-55,716
-100% -$1.44M ﹤0.01% 187
2016
Q2 		$1.4M Buy
55,956
+8,378
+18% +$220K 0.89% 40
2016
Q1 		$1.4M Buy
47,578
+2,819
+6% +$72.7K 0.87% 31
2015
Q4 		$1.25M Sell
44,759
-2,678
-6% -$72K 0.77% 47
2015
Q3 		$1.22M Sell
47,437
-436
-0.9% -$12.1K 0.76% 49
2015
Q2 		$1.34M Sell
47,873
-5,466
-10% -$169K 0.75% 45
2015
Q1 		$1.81M Sell
53,339
-5,491
-9% -$194K 1% 34
2014
Q4 		$2.15M Sell
58,830
-8,020
-12% -$283K 1.36% 26
2014
Q3 		$2.33M Buy
66,850
+1,107
+2% +$38.6K 1.62% 20
2014
Q2 		$2.15M Sell
65,743
-2,624
-4% -$83.4K 1.48% 25
2014
Q1 		$2.04M Sell
68,367
-8,894
-12% -$261K 1.56% 24
2013
Q4 		$2.48M Buy
+77,261
New +$2.22M 2.02% 14
2013
Q3 		– Sell
-72,407
Closed -$1.73M – 257
2013
Q2 		$1.73M Buy
+72,407
New +$1.69M 1.58% 24

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Camarda Financial Advisors's XRX Position: Q4 2016 in Review

Camarda Financial Advisors sold out of Xerox (XRX) in Q4 2016, closing a stake of 240 shares — an estimated $6K sold.

Camarda Financial Advisors first reported a position in XRX in Q2 2013 and held it in 13 quarters. The position peaked at $2.48M in Q4 2013. 555 funds tracked by Wall St. Rank hold XRX as of Q4 2016.

  • Camarda Financial Advisors reported no remaining Xerox position as of Q4 2016 after selling out during the quarter.
  • Camarda Financial Advisors sold 240 Xerox shares in Q4 2016, an estimated $6K.
  • Camarda Financial Advisors first reported a position in Xerox in Q2 2013 and held it in 13 quarters.
  • Camarda Financial Advisors's Xerox position peaked at $2.48M in Q4 2013.
  • 555 funds tracked by Wall St. Rank held Xerox as of Q4 2016.

Based on Camarda Financial Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.