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Equitec Specialists’s XPO XPO Stock Holding History

Equitec Specialists’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
Q1 		– Sell
-93,970
Closed -$2.98M – 113
2017
Q4 		$2.98M Sell
93,970
-4,317
-4% -$110K 0.57% 26
2017
Q3 		$2.3M Buy
+98,287
New +$2.06M 0.35% 33
2016
Q3 		– Sell
-7,867
Closed -$89K – 121
2016
Q2 		$71K Buy
+7,867
New +$78.1K 0.01% 69

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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 $3.4B AUM 30.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Equitec Specialists's XPO Position: Q1 2018 in Review

Equitec Specialists sold out of XPO (XPO) in Q1 2018, closing a stake of 93,970 shares — an estimated $2.98M sold.

Equitec Specialists first reported a position in XPO in Q2 2016 and held it in 3 quarters. The position peaked at $2.98M in Q4 2017. 455 funds tracked by Wall St. Rank hold XPO as of Q1 2018.

  • Equitec Specialists reported no remaining XPO position as of Q1 2018 after selling out during the quarter.
  • Equitec Specialists sold 93,970 XPO shares in Q1 2018, an estimated $2.98M.
  • Equitec Specialists first reported a position in XPO in Q2 2016 and held it in 3 quarters.
  • Equitec Specialists's XPO position peaked at $2.98M in Q4 2017.
  • 455 funds tracked by Wall St. Rank held XPO as of Q1 2018.

Based on Equitec Specialists's 13F filing for Q1 2018, filed 23 May 2018.