Dubuque Bank & Trust’s XPO XPO Stock Holding History

Dubuque Bank & Trust’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
2019 Q1	–	Sell	-10,987	Closed	-$217K	–	734
2018 Q4	$217K	Hold	10,987	–	–	0.04%	143
2018 Q3	$434K	Buy	10,987 +3,874	+54%	+$141K	0.07%	112
2018 Q2	$246K	Buy	7,113 +1,446	+26%	+$52.5K	0.04%	162
2018 Q1	$200K	Hold	5,667	–	–	0.03%	213
2017 Q4	$180K	Hold	5,667	–	–	0.03%	233
2017 Q3	$133K	Hold	5,667	–	–	0.02%	256
2017 Q2	$127K	Hold	5,667	–	–	0.03%	244
2017 Q1	$94K	Buy	+5,667	New	+$92.5K	0.02%	270

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dubuque Bank & Trust's XPO Position: Q1 2019 in Review

Dubuque Bank & Trust sold out of XPO (XPO) in Q1 2019, closing a stake of 10,987 shares — an estimated $217K sold.

Dubuque Bank & Trust first reported a position in XPO in Q1 2017 and held it in 8 quarters. The position peaked at $434K in Q3 2018. 389 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

Dubuque Bank & Trust reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 10,987 XPO shares in Q1 2019, an estimated $217K.
Dubuque Bank & Trust first reported a position in XPO in Q1 2017 and held it in 8 quarters.
Dubuque Bank & Trust's XPO position peaked at $434K in Q3 2018.
389 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on Dubuque Bank & Trust's 13F filing for Q1 2019, filed 2 Apr 2019.