CFA
XONE

CT Financial Advisors’s The ExOne Company XONE Stock Holding History

CT Financial Advisors’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-40
Closed -$546 – 652
2015
Q1 		$546 Hold
40
– – ﹤0.01% 595
2014
Q4 		$672 Buy
+40
New +$804 ﹤0.01% 491
2014
Q1 		$546 Buy
+40
New +$1.92K ﹤0.01% 595

Other funds holding XONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CT Financial Advisors's XONE Position: Q2 2015 in Review

CT Financial Advisors sold out of The ExOne Company (XONE) in Q2 2015, closing a stake of 40 shares — an estimated $546 sold.

CT Financial Advisors first reported a position in XONE in Q1 2014 and held it in 3 quarters. The position peaked at $672 in Q4 2014. 69 funds tracked by Wall St. Rank hold XONE as of Q2 2015.

  • CT Financial Advisors reported no remaining The ExOne Company position as of Q2 2015 after selling out during the quarter.
  • CT Financial Advisors sold 40 The ExOne Company shares in Q2 2015, an estimated $546.
  • CT Financial Advisors first reported a position in The ExOne Company in Q1 2014 and held it in 3 quarters.
  • CT Financial Advisors's The ExOne Company position peaked at $672 in Q4 2014.
  • 69 funds tracked by Wall St. Rank held The ExOne Company as of Q2 2015.

Based on CT Financial Advisors's 13F filing for Q2 2015, filed 17 Jul 2015.