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Chesapeake Wealth Management’s XPO XPO Stock Holding History

Chesapeake Wealth 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
2018
Q4 		– Sell
-7,807
Closed -$308K – 208
2018
Q3 		$308K Sell
7,807
-12,887
-62% -$469K 0.14% 144
2018
Q2 		$717K Buy
20,694
+6,035
+41% +$219K 0.33% 81
2018
Q1 		$516K Buy
+14,659
New +$489K 0.24% 99

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
VOYA Investment Management
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

Chesapeake Wealth Management's XPO Position: Q4 2018 in Review

Chesapeake Wealth Management sold out of XPO (XPO) in Q4 2018, closing a stake of 7,807 shares — an estimated $308K sold.

Chesapeake Wealth Management first reported a position in XPO in Q1 2018 and held it in 3 quarters. The position peaked at $717K in Q2 2018. 427 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Chesapeake Wealth Management reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Chesapeake Wealth Management sold 7,807 XPO shares in Q4 2018, an estimated $308K.
  • Chesapeake Wealth Management first reported a position in XPO in Q1 2018 and held it in 3 quarters.
  • Chesapeake Wealth Management's XPO position peaked at $717K in Q2 2018.
  • 427 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Chesapeake Wealth Management's 13F filing for Q4 2018, filed 6 Feb 2019.