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LNWWM
Laird Norton Wetherby Wealth Management’s
Xerox
XRX
Stock Holding History
Laird Norton Wetherby Wealth Management’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
-5,265
Closed
-$155K
–
583
2017
Q1
$155K
Sell
5,265
-1,814
-26%
-$52.4K
0.03%
539
2016
Q4
$163K
Buy
7,079
+711
+11%
+$17.7K
0.03%
508
2016
Q3
$170K
Buy
6,368
+120
+2%
+$3.1K
0.03%
498
2016
Q2
$156K
Buy
6,248
+867
+16%
+$22.8K
0.03%
484
2016
Q1
$159K
Sell
5,381
-700
-12%
-$18K
0.04%
454
2015
Q4
$170K
Buy
6,081
+874
+17%
+$23.5K
0.04%
431
2015
Q3
$133K
Buy
5,207
+400
+8%
+$11.1K
0.03%
430
2015
Q2
$134K
Buy
4,807
+10
+0.2%
+$309
0.03%
453
2015
Q1
$163K
Buy
4,797
+554
+13%
+$19.5K
0.04%
444
2014
Q4
$155K
Buy
4,243
+72
+2%
+$2.54K
0.04%
432
2014
Q3
$145K
Buy
4,171
+62
+2%
+$2.16K
0.04%
418
2014
Q2
$135K
Sell
4,109
-922
-18%
-$29.3K
0.04%
417
2014
Q1
$150K
Buy
5,031
+44
+0.9%
+$1.29K
0.04%
409
2013
Q4
$160K
Sell
4,987
-68
-1%
-$1.96K
0.05%
412
2013
Q3
$137K
Buy
5,055
+114
+2%
+$3K
0.04%
391
2013
Q2
$118K
Buy
+4,941
New
+$115K
0.04%
362
Other funds holding XRX
IC
Icahn Carl
Sunny Isles Beach, Florida
$8.55B AUM
29.29%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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