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Formidable Asset Management’s XPO XPO Stock Holding History

Formidable Asset 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
2015
Q4 		– Sell
-289
Closed -$2K – 607
2015
Q3 		$2K Hold
289
– – ﹤0.01% 588
2015
Q2 		$5K Hold
289
– – ﹤0.01% 441
2015
Q1 		$5K Buy
+289
New +$4.19K ﹤0.01% 433

Other funds holding XPO

OH
Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

Formidable Asset Management's XPO Position: Q4 2015 in Review

Formidable Asset Management sold out of XPO (XPO) in Q4 2015, closing a stake of 289 shares — an estimated $2K sold.

Formidable Asset Management first reported a position in XPO in Q1 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2015. 209 funds tracked by Wall St. Rank hold XPO as of Q4 2015.

  • Formidable Asset Management reported no remaining XPO position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 289 XPO shares in Q4 2015, an estimated $2K.
  • Formidable Asset Management first reported a position in XPO in Q1 2015 and held it in 3 quarters.
  • Formidable Asset Management's XPO position peaked at $5K in Q2 2015.
  • 209 funds tracked by Wall St. Rank held XPO as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.