HCR Wealth Advisors’s Xerox XRX Stock Holding History

HCR Wealth Advisors’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	-5,934	Closed	-$174K	–	159
2017 Q1	$174K	Sell	5,934 -3,074	-34%	-$88.7K	0.09%	144
2016 Q4	$207K	Buy	+9,008	New	+$224K	0.11%	134

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

HCR Wealth Advisors's XRX Position: Q2 2017 in Review

HCR Wealth Advisors sold out of Xerox (XRX) in Q2 2017, closing a stake of 5,934 shares — an estimated $174K sold.

HCR Wealth Advisors first reported a position in XRX in Q4 2016 and held it in 2 quarters. The position peaked at $207K in Q4 2016. 459 funds tracked by Wall St. Rank hold XRX as of Q2 2017.

HCR Wealth Advisors reported no remaining Xerox position as of Q2 2017 after selling out during the quarter.
HCR Wealth Advisors sold 5,934 Xerox shares in Q2 2017, an estimated $174K.
HCR Wealth Advisors first reported a position in Xerox in Q4 2016 and held it in 2 quarters.
HCR Wealth Advisors's Xerox position peaked at $207K in Q4 2016.
459 funds tracked by Wall St. Rank held Xerox as of Q2 2017.

Based on HCR Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.