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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 $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's XRX Position: Q2 2017 in Review

Laird Norton Wetherby Wealth Management sold out of Xerox (XRX) in Q2 2017, closing a stake of 5,265 shares — an estimated $155K sold.

Laird Norton Wetherby Wealth Management first reported a position in XRX in Q2 2013 and held it in 16 quarters. The position peaked at $170K in Q3 2016. 459 funds tracked by Wall St. Rank hold XRX as of Q2 2017.

  • Laird Norton Wetherby Wealth Management reported no remaining Xerox position as of Q2 2017 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 5,265 Xerox shares in Q2 2017, an estimated $155K.
  • Laird Norton Wetherby Wealth Management first reported a position in Xerox in Q2 2013 and held it in 16 quarters.
  • Laird Norton Wetherby Wealth Management's Xerox position peaked at $170K in Q3 2016.
  • 459 funds tracked by Wall St. Rank held Xerox as of Q2 2017.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2017, filed 2 Aug 2017.