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Fortis Advisors’s XPO XPO Stock Holding History

Fortis Advisors’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
2019
Q3 		– Sell
-1,417
Closed -$28K – 362
2019
Q2 		$28K Hold
1,417
– – 0.01% 272
2019
Q1 		$26K Sell
1,417
-217
-13% -$4.17K 0.01% 258
2018
Q4 		$32K Hold
1,634
– – 0.02% 244
2018
Q3 		$65K Hold
1,634
– – 0.04% 185
2018
Q2 		$57K Buy
1,634
+1,417
+653% +$51.4K 0.03% 196
2018
Q1 		$8K Hold
217
– – ﹤0.01% 260
2017
Q4 		$7K Hold
217
– – ﹤0.01% 248
2017
Q3 		$5K Buy
+217
New +$4.54K ﹤0.01% 264

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return