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Essex Investment Management’s XPO XPO Stock Holding History

Essex Investment Management’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
2015
Q2 		– Sell
-86,331
Closed -$1.36M – 339
2015
Q1 		$1.36M Sell
86,331
-22,527
-21% -$326K 0.19% 118
2014
Q4 		$1.54M Sell
108,858
-12,803
-11% -$169K 0.22% 105
2014
Q3 		$1.58M Buy
+121,661
New +$1.33M 0.24% 107
2014
Q1 		– Sell
-28,038
Closed -$255K – 375
2013
Q4 		$255K Buy
+28,038
New +$216K 0.04% 328

Other funds holding XPO

Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Essex Investment Management's XPO Position: Q2 2015 in Review

Essex Investment Management sold out of XPO (XPO) in Q2 2015, closing a stake of 86,331 shares — an estimated $1.36M sold.

Essex Investment Management first reported a position in XPO in Q4 2013 and held it in 4 quarters. The position peaked at $1.58M in Q3 2014. 236 funds tracked by Wall St. Rank hold XPO as of Q2 2015.

  • Essex Investment Management reported no remaining XPO position as of Q2 2015 after selling out during the quarter.
  • Essex Investment Management sold 86,331 XPO shares in Q2 2015, an estimated $1.36M.
  • Essex Investment Management first reported a position in XPO in Q4 2013 and held it in 4 quarters.
  • Essex Investment Management's XPO position peaked at $1.58M in Q3 2014.
  • 236 funds tracked by Wall St. Rank held XPO as of Q2 2015.

Based on Essex Investment Management's 13F filing for Q2 2015, filed 28 Jul 2015.