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Financial Sense Advisors’s Xerox XRX Stock Holding History

Financial Sense Advisors’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
2014
Q4 		– Sell
-27,185
Closed -$948K – 143
2014
Q3 		$948K Sell
27,185
-330
-1% -$11.5K 0.41% 52
2014
Q2 		$902K Sell
27,515
-7,808
-22% -$248K 0.35% 62
2014
Q1 		$1.05M Buy
35,323
+8,230
+30% +$241K 0.45% 57
2013
Q4 		$868K Buy
27,093
+3,886
+17% +$112K 0.37% 60
2013
Q3 		$629K Buy
+23,207
New +$610K 0.27% 72

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Financial Sense Advisors's XRX Position: Q4 2014 in Review

Financial Sense Advisors sold out of Xerox (XRX) in Q4 2014, closing a stake of 27,185 shares — an estimated $948K sold.

Financial Sense Advisors first reported a position in XRX in Q3 2013 and held it in 5 quarters. The position peaked at $1.05M in Q1 2014. 577 funds tracked by Wall St. Rank hold XRX as of Q4 2014.

  • Financial Sense Advisors reported no remaining Xerox position as of Q4 2014 after selling out during the quarter.
  • Financial Sense Advisors sold 27,185 Xerox shares in Q4 2014, an estimated $948K.
  • Financial Sense Advisors first reported a position in Xerox in Q3 2013 and held it in 5 quarters.
  • Financial Sense Advisors's Xerox position peaked at $1.05M in Q1 2014.
  • 577 funds tracked by Wall St. Rank held Xerox as of Q4 2014.

Based on Financial Sense Advisors's 13F filing for Q4 2014, filed 4 Feb 2015.