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Clear Perspective Advisors’s XPO XPO Stock Holding History

Clear Perspective Advisors’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
Q3 		– Sell
-4,915
Closed -$170K – 454
2018
Q2 		$170K Buy
4,915
+578
+13% +$21K 0.12% 150
2018
Q1 		$153K Buy
+4,337
New +$145K 0.11% 152

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Clear Perspective Advisors's XPO Position: Q3 2018 in Review

Clear Perspective Advisors sold out of XPO (XPO) in Q3 2018, closing a stake of 4,915 shares — an estimated $170K sold.

Clear Perspective Advisors first reported a position in XPO in Q1 2018 and held it in 2 quarters. The position peaked at $170K in Q2 2018. 491 funds tracked by Wall St. Rank hold XPO as of Q3 2018.

  • Clear Perspective Advisors reported no remaining XPO position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 4,915 XPO shares in Q3 2018, an estimated $170K.
  • Clear Perspective Advisors first reported a position in XPO in Q1 2018 and held it in 2 quarters.
  • Clear Perspective Advisors's XPO position peaked at $170K in Q2 2018.
  • 491 funds tracked by Wall St. Rank held XPO as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.