DT
XOOM

Diversified Trust’s XOOM CORP COM XOOM Stock Holding History

Diversified Trust’s Portfolio XOOM Stock Details XOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$584K Sell
21,338
-3,510
-14% -$102K 0.06% 294
2013
Q3 		$789K Buy
+24,848
New +$723K 0.08% 243

Other funds holding XOOM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SXM
SC XI Management Menlo Park, California $4.62M AUM 25.87% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
JC
Jetstream Capital Brentwood, Tennessee $1.37M AUM
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Diversified Trust's XOOM Position: Q4 2013 in Review

Diversified Trust reduced its XOOM CORP COM (XOOM) stake by 14% in Q4 2013, selling an estimated $102K and leaving 21,338 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #294.

Diversified Trust first reported a position in XOOM in Q3 2013 and has held it in 2 quarters since. The position peaked at $789K in Q3 2013. 112 funds tracked by Wall St. Rank hold XOOM as of Q4 2013.

  • Diversified Trust held 21,338 shares of XOOM CORP COM worth $584K as of Q4 2013.
  • Diversified Trust sold 3,510 XOOM CORP COM shares in Q4 2013, an estimated $102K.
  • XOOM CORP COM made up 0.06% of Diversified Trust's portfolio in Q4 2013, its #294 holding.
  • Diversified Trust first reported a position in XOOM CORP COM in Q3 2013 and has held it in 2 quarters since.
  • Diversified Trust's XOOM CORP COM position peaked at $789K in Q3 2013.
  • 112 funds tracked by Wall St. Rank held XOOM CORP COM as of Q4 2013.

Based on Diversified Trust's 13F filing for Q4 2013, filed 10 Feb 2014.