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Institute for Wealth Management’s Expro Ltd XPRO Stock Holding History

Institute for Wealth Management’s Portfolio XPRO Stock Details XPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,883
Closed -$116K – 405
2017
Q4 		$116K Sell
2,883
-2,923
-50% -$116K 0.03% 373
2017
Q3 		$270K Buy
5,806
+153
+3% +$6.85K 0.09% 231
2017
Q2 		$278K Buy
+5,653
New +$293K 0.08% 329

Other funds holding XPRO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Foundation Asset Management White Plains, New York $116M AUM 31.02% 1-Year Est. Return

Institute for Wealth Management's XPRO Position: Q1 2018 in Review

Institute for Wealth Management sold out of Expro Ltd (XPRO) in Q1 2018, closing a stake of 2,883 shares — an estimated $116K sold.

Institute for Wealth Management first reported a position in XPRO in Q2 2017 and held it in 3 quarters. The position peaked at $278K in Q2 2017. 100 funds tracked by Wall St. Rank hold XPRO as of Q1 2018.

  • Institute for Wealth Management reported no remaining Expro Ltd position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 2,883 Expro Ltd shares in Q1 2018, an estimated $116K.
  • Institute for Wealth Management first reported a position in Expro Ltd in Q2 2017 and held it in 3 quarters.
  • Institute for Wealth Management's Expro Ltd position peaked at $278K in Q2 2017.
  • 100 funds tracked by Wall St. Rank held Expro Ltd as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.