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FormulaFolio Investments’s Xerox XRX Stock Holding History

FormulaFolio Investments’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,224
Closed -$124K – 253
2017
Q1 		$124K Buy
+4,224
New +$122K 0.01% 209
2016
Q1 		– Sell
-10,018
Closed -$281K – 152
2015
Q4 		$281K Buy
+10,018
New +$269K 0.07% 86

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FormulaFolio Investments's XRX Position: Q2 2017 in Review

FormulaFolio Investments sold out of Xerox (XRX) in Q2 2017, closing a stake of 4,224 shares — an estimated $124K sold.

FormulaFolio Investments first reported a position in XRX in Q4 2015 and held it in 2 quarters. The position peaked at $281K in Q4 2015. 459 funds tracked by Wall St. Rank hold XRX as of Q2 2017.

  • FormulaFolio Investments reported no remaining Xerox position as of Q2 2017 after selling out during the quarter.
  • FormulaFolio Investments sold 4,224 Xerox shares in Q2 2017, an estimated $124K.
  • FormulaFolio Investments first reported a position in Xerox in Q4 2015 and held it in 2 quarters.
  • FormulaFolio Investments's Xerox position peaked at $281K in Q4 2015.
  • 459 funds tracked by Wall St. Rank held Xerox as of Q2 2017.

Based on FormulaFolio Investments's 13F filing for Q2 2017, filed 11 Aug 2017.