FineMark National Bank & Trust’s XPO XPO Stock Holding History

FineMark National Bank & Trust’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 Q3	–	Sell	-5,861	Closed	-$203K	–	416
2018 Q2	$203K	Hold	5,861	–	–	0.01%	382
2018 Q1	$206K	Buy	+5,861	New	+$195K	0.01%	368
2016 Q3	–	Sell	-78	Closed	-$1K	–	1431
2016 Q2	$1K	Buy	+78	New	+$775	﹤0.01%	1337
2015 Q3	–	Sell	-72	Closed	-$1K	–	1594
2015 Q2	$1K	Hold	72	–	–	﹤0.01%	1382
2015 Q1	$1K	Sell	72 -18	-20%	-$261	﹤0.01%	1359
2014 Q4	$1K	Hold	90	–	–	﹤0.01%	1368
2014 Q3	$1K	Sell	90 -37	-29%	-$404	﹤0.01%	1345
2014 Q2	$1K	Hold	127	–	–	﹤0.01%	1359
2014 Q1	$1K	Buy	+127	New	+$1.27K	﹤0.01%	1376

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

FineMark National Bank & Trust's XPO Position: Q3 2018 in Review

FineMark National Bank & Trust sold out of XPO (XPO) in Q3 2018, closing a stake of 5,861 shares — an estimated $203K sold.

FineMark National Bank & Trust first reported a position in XPO in Q1 2014 and held it in 9 quarters. The position peaked at $206K in Q1 2018. 492 funds tracked by Wall St. Rank hold XPO as of Q3 2018.

FineMark National Bank & Trust reported no remaining XPO position as of Q3 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 5,861 XPO shares in Q3 2018, an estimated $203K.
FineMark National Bank & Trust first reported a position in XPO in Q1 2014 and held it in 9 quarters.
FineMark National Bank & Trust's XPO position peaked at $206K in Q1 2018.
492 funds tracked by Wall St. Rank held XPO as of Q3 2018.

Based on FineMark National Bank & Trust's 13F filing for Q3 2018, filed 2 Nov 2018.