CFA
XPO icon

Carroll Financial Associates’s XPO XPO Stock Holding History

Carroll Financial 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
2019
Q3 		– Sell
-194
Closed -$3K – 1739
2019
Q2 		$3K Sell
194
-20
-9% -$407 ﹤0.01% 1342
2019
Q1 		$3K Buy
+214
New +$4.11K ﹤0.01% 1225

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
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Carroll Financial Associates's XPO Position: Q3 2019 in Review

Carroll Financial Associates sold out of XPO (XPO) in Q3 2019, closing a stake of 194 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in XPO in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 365 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

  • Carroll Financial Associates reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 194 XPO shares in Q3 2019, an estimated $3K.
  • Carroll Financial Associates first reported a position in XPO in Q1 2019 and held it in 2 quarters.
  • Carroll Financial Associates's XPO position peaked at $3K in Q2 2019.
  • 365 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on Carroll Financial Associates's 13F filing for Q3 2019, filed 9 Oct 2019.