Financial Gravity Companies’s Xerox XRX Stock Holding History

Financial Gravity Companies’s Portfolio XRX Stock Details XRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-428	Closed	-$15K	–	1685
2017 Q4	$15K	Buy	+428	New	+$13K	0.02%	522

Other funds holding XRX

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Financial Gravity Companies's XRX Position: Q1 2018 in Review

Financial Gravity Companies sold out of Xerox (XRX) in Q1 2018, closing a stake of 428 shares — an estimated $15K sold.

Financial Gravity Companies first reported a position in XRX in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 491 funds tracked by Wall St. Rank hold XRX as of Q1 2018.

Financial Gravity Companies reported no remaining Xerox position as of Q1 2018 after selling out during the quarter.
Financial Gravity Companies sold 428 Xerox shares in Q1 2018, an estimated $15K.
Financial Gravity Companies first reported a position in Xerox in Q4 2017 and held it in 1 quarter.
Financial Gravity Companies's Xerox position peaked at $15K in Q4 2017.
491 funds tracked by Wall St. Rank held Xerox as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.