FWCM
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First Western Capital Management’s XPO XPO Stock Holding History

First Western Capital Management’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
Q4 		– Sell
-8,810
Closed -$348K – 42
2018
Q3 		$348K Sell
8,810
-165
-2% -$6K 1.56% 31
2018
Q2 		$311K Sell
8,975
-1,885
-17% -$68.4K 1.41% 35
2018
Q1 		$382K Sell
10,860
-2,143
-16% -$71.5K 1.81% 27
2017
Q4 		$412K Hold
13,003
– – 0.23% 65
2017
Q3 		$305K Sell
13,003
-86
-0.7% -$1.8K 0.19% 68
2017
Q2 		$293K Sell
13,089
-3,447
-21% -$64.5K 0.18% 70
2017
Q1 		$274K Sell
16,536
-18,161
-52% -$297K 0.17% 77
2016
Q4 		$518K Sell
34,697
-56,743
-62% -$790K 0.28% 81
2016
Q3 		$1.16M Sell
91,440
-6,723
-7% -$76K 0.45% 77
2016
Q2 		$892K Buy
+98,163
New +$975K 0.33% 85

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SHIM
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Vanguard Group
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SIG
Senator Investment Group New York $1.95B AUM 58.56% 1-Year Est. Return