Gupta Wealth Management’s XPO XPO Stock Holding History

Gupta Wealth 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
2016 Q1	$60K	Hold	5,624	–	–	0.01%	412
2015 Q4	$53K	Buy	5,624 +362	+7%	+$3.59K	0.01%	424
2015 Q3	$43K	Buy	5,262 +3,542	+206%	+$46.5K	0.01%	480
2015 Q2	$27K	Hold	1,720	–	–	0.01%	664
2015 Q1	$27K	Buy	+1,720	New	+$24.9K	0.01%	522

Other funds holding XPO

OAG

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

OTPPB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Gupta Wealth Management's XPO Position: Q1 2016 in Review

Gupta Wealth Management held its XPO (XPO) position steady in Q1 2016 at 5,624 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #412.

Gupta Wealth Management first reported a position in XPO in Q1 2015 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold XPO as of Q1 2016.

Gupta Wealth Management held 5,624 shares of XPO worth $60K as of Q1 2016.
Gupta Wealth Management left its XPO share count unchanged in Q1 2016.
XPO made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #412 holding.
Gupta Wealth Management first reported a position in XPO in Q1 2015 and has held it in 5 quarters since.
185 funds tracked by Wall St. Rank held XPO as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.