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

Other funds holding XPO

OAG

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

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

First Western Capital Management's XPO Position: Q4 2018 in Review

First Western Capital Management sold out of XPO (XPO) in Q4 2018, closing a stake of 8,810 shares — an estimated $348K sold.

First Western Capital Management first reported a position in XPO in Q2 2016 and held it in 10 quarters. The position peaked at $1.16M in Q3 2016. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

First Western Capital Management reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
First Western Capital Management sold 8,810 XPO shares in Q4 2018, an estimated $348K.
First Western Capital Management first reported a position in XPO in Q2 2016 and held it in 10 quarters.
First Western Capital Management's XPO position peaked at $1.16M in Q3 2016.
428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on First Western Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.