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	–	361
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 $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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

EIP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fortis Advisors's XPO Position: Q3 2019 in Review

Fortis Advisors sold out of XPO (XPO) in Q3 2019, closing a stake of 1,417 shares — an estimated $28K sold.

Fortis Advisors first reported a position in XPO in Q3 2017 and held it in 8 quarters. The position peaked at $65K in Q3 2018. 366 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

Fortis Advisors reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
Fortis Advisors sold 1,417 XPO shares in Q3 2019, an estimated $28K.
Fortis Advisors first reported a position in XPO in Q3 2017 and held it in 8 quarters.
Fortis Advisors's XPO position peaked at $65K in Q3 2018.
366 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.