Chesley Taft & Associates’s XPO XPO Stock Holding History

Chesley Taft & 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 Q4	–	Sell	-34,899	Closed	-$1.38M	–	281
2018 Q3	$1.38M	Sell	34,899 -405	-1%	-$14.7K	0.11%	145
2018 Q2	$1.22M	Buy	35,304 +2,588	+8%	+$93.9K	0.11%	150
2018 Q1	$1.15M	Buy	+32,716	New	+$1.09M	0.1%	154

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Chesley Taft & Associates's XPO Position: Q4 2018 in Review

Chesley Taft & Associates sold out of XPO (XPO) in Q4 2018, closing a stake of 34,899 shares — an estimated $1.38M sold.

Chesley Taft & Associates first reported a position in XPO in Q1 2018 and held it in 3 quarters. The position peaked at $1.38M in Q3 2018. 427 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

Chesley Taft & Associates reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
Chesley Taft & Associates sold 34,899 XPO shares in Q4 2018, an estimated $1.38M.
Chesley Taft & Associates first reported a position in XPO in Q1 2018 and held it in 3 quarters.
Chesley Taft & Associates's XPO position peaked at $1.38M in Q3 2018.
427 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Chesley Taft & Associates's 13F filing for Q4 2018, filed 7 Jan 2019.