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First Personal Financial Services’s XPO XPO Stock Holding History

First Personal Financial 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
2017
Q2 		– Sell
-2,727
Closed -$45K – 881
2017
Q1 		$45K Sell
2,727
-2,128
-44% -$34.8K 0.01% 417
2016
Q4 		$72K Buy
+4,855
New +$67.6K 0.02% 324

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

First Personal Financial Services's XPO Position: Q2 2017 in Review

First Personal Financial Services sold out of XPO (XPO) in Q2 2017, closing a stake of 2,727 shares — an estimated $45K sold.

First Personal Financial Services first reported a position in XPO in Q4 2016 and held it in 2 quarters. The position peaked at $72K in Q4 2016. 312 funds tracked by Wall St. Rank hold XPO as of Q2 2017.

  • First Personal Financial Services reported no remaining XPO position as of Q2 2017 after selling out during the quarter.
  • First Personal Financial Services sold 2,727 XPO shares in Q2 2017, an estimated $45K.
  • First Personal Financial Services first reported a position in XPO in Q4 2016 and held it in 2 quarters.
  • First Personal Financial Services's XPO position peaked at $72K in Q4 2016.
  • 312 funds tracked by Wall St. Rank held XPO as of Q2 2017.

Based on First Personal Financial Services's 13F filing for Q2 2017, filed 3 Aug 2017.