Financial Architects (New Jersey)’s XPO XPO Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-1,214	Closed	-$24K	–	1209
2019 Q2	$24K	Buy	+1,214	New	+$24.7K	﹤0.01%	679
2018 Q4	–	Sell	-2,941	Closed	-$116K	–	1519
2018 Q3	$116K	Hold	2,941	–	–	0.02%	430
2018 Q2	$102K	Sell	2,941 -69	-2%	-$2.5K	0.02%	405
2018 Q1	$106K	Buy	+3,010	New	+$100K	0.02%	443

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Architects (New Jersey)'s XPO Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of XPO (XPO) in Q3 2019, closing a stake of 1,214 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in XPO in Q1 2018 and held it in 4 quarters. The position peaked at $116K in Q3 2018. 365 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

Financial Architects (New Jersey) reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,214 XPO shares in Q3 2019, an estimated $24K.
Financial Architects (New Jersey) first reported a position in XPO in Q1 2018 and held it in 4 quarters.
Financial Architects (New Jersey)'s XPO position peaked at $116K in Q3 2018.
365 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.