FAAS
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First Allied Advisory Services’s XPO XPO Stock Holding History

First Allied Advisory Services’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
-26,884
Closed -$538K – 1691
2019
Q2 		$538K Sell
26,884
-12,757
-32% -$260K 0.02% 658
2019
Q1 		$736K Buy
39,641
+24,906
+169% +$478K 0.03% 543
2018
Q4 		$289K Buy
+14,735
New +$408K 0.01% 797
2018
Q3 		– Sell
-8,660
Closed -$303K – 1245
2018
Q2 		$303K Buy
8,660
+2,967
+52% +$108K 0.01% 871
2018
Q1 		$200K Buy
+5,693
New +$190K 0.01% 1054
2017
Q4 		– Sell
-63,703
Closed -$1.5M – 1570
2017
Q3 		$1.5M Buy
+63,703
New +$1.33M 0.06% 308

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return