Friedberg Investment Management’s XPO XPO Stock Holding History

Friedberg Investment 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
2017 Q3	$1.05M	Sell	44,759 -93,681	-68%	-$1.96M	1.7%	23
2017 Q2	$3.09M	Buy	138,440 +25,733	+23%	+$482K	1.33%	31
2017 Q1	$1.87M	Buy	112,707 +39,931	+55%	+$652K	0.79%	46
2016 Q4	$1.09M	Buy	72,776 +23,189	+47%	+$323K	0.5%	59
2016 Q3	$628K	Hold	49,587	–	–	0.27%	80
2016 Q2	$450K	Sell	49,587 -178,660	-78%	-$1.77M	0.21%	79
2016 Q1	$2.42M	Sell	228,247 -42,359	-16%	-$369K	1.21%	31
2015 Q4	$2.55M	Sell	270,606 -102,210	-27%	-$1.01M	1.24%	33
2015 Q3	$3.07M	Sell	372,816 -5,060	-1%	-$66.4K	1.47%	27
2015 Q2	$5.9M	Sell	377,876 -5,407	-1%	-$87.7K	2.23%	11
2015 Q1	$6.03M	Buy	383,283 +130,662	+52%	+$1.89M	2.19%	14
2014 Q4	$3.57M	Buy	252,621 +9,802	+4%	+$129K	1.4%	24
2014 Q3	$3.16M	Buy	242,819 +42,474	+21%	+$464K	1.22%	33
2014 Q2	$1.98M	Buy	200,345 +18,361	+10%	+$168K	0.72%	55
2014 Q1	$1.85M	Buy	181,984 +96,977	+114%	+$968K	0.72%	56
2013 Q4	$772K	Buy	+85,007	New	+$655K	0.31%	78

Other funds holding XPO

OAG

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

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

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

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Friedberg Investment Management's XPO Position: Q3 2017 in Review

Friedberg Investment Management reduced its XPO (XPO) stake by 68% in Q3 2017, selling an estimated $1.96M and leaving 44,759 shares worth $1.05M. The position accounts for 1.7% of the portfolio, ranked #23.

Friedberg Investment Management first reported a position in XPO in Q4 2013 and has held it in 16 quarters since. The position peaked at $6.03M in Q1 2015. 355 funds tracked by Wall St. Rank hold XPO as of Q3 2017.

Friedberg Investment Management held 44,759 shares of XPO worth $1.05M as of Q3 2017.
Friedberg Investment Management sold 93,681 XPO shares in Q3 2017, an estimated $1.96M.
XPO made up 1.7% of Friedberg Investment Management's portfolio in Q3 2017, its #23 holding.
Friedberg Investment Management first reported a position in XPO in Q4 2013 and has held it in 16 quarters since.
Friedberg Investment Management's XPO position peaked at $6.03M in Q1 2015.
355 funds tracked by Wall St. Rank held XPO as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.