JIR
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James Investment Research’s XPO XPO Stock Holding History

James Investment Research’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
Q4 		– Sell
-11,132
Closed -$261K – 860
2017
Q3 		$261K Sell
11,132
-71,851
-87% -$1.5M 0.01% 526
2017
Q2 		$1.85M Buy
+82,983
New +$1.55M 0.06% 224

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

James Investment Research's XPO Position: Q4 2017 in Review

James Investment Research sold out of XPO (XPO) in Q4 2017, closing a stake of 11,132 shares — an estimated $261K sold.

James Investment Research first reported a position in XPO in Q2 2017 and held it in 2 quarters. The position peaked at $1.85M in Q2 2017. 405 funds tracked by Wall St. Rank hold XPO as of Q4 2017.

  • James Investment Research reported no remaining XPO position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 11,132 XPO shares in Q4 2017, an estimated $261K.
  • James Investment Research first reported a position in XPO in Q2 2017 and held it in 2 quarters.
  • James Investment Research's XPO position peaked at $1.85M in Q2 2017.
  • 405 funds tracked by Wall St. Rank held XPO as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.