LSAG
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Lake Street Advisors Group’s XPO XPO Stock Holding History

Lake Street Advisors Group’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
2018
Q3 		– Sell
-7,821
Closed -$271K – 315
2018
Q2 		$271K Buy
7,821
+23
+0.3% +$835 0.03% 247
2018
Q1 		$275K Hold
7,798
– – 0.03% 217
2017
Q4 		$247K Buy
+7,798
New +$199K 0.03% 275

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Lake Street Advisors Group's XPO Position: Q3 2018 in Review

Lake Street Advisors Group sold out of XPO (XPO) in Q3 2018, closing a stake of 7,821 shares — an estimated $271K sold.

Lake Street Advisors Group first reported a position in XPO in Q4 2017 and held it in 3 quarters. The position peaked at $275K in Q1 2018. 492 funds tracked by Wall St. Rank hold XPO as of Q3 2018.

  • Lake Street Advisors Group reported no remaining XPO position as of Q3 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 7,821 XPO shares in Q3 2018, an estimated $271K.
  • Lake Street Advisors Group first reported a position in XPO in Q4 2017 and held it in 3 quarters.
  • Lake Street Advisors Group's XPO position peaked at $275K in Q1 2018.
  • 492 funds tracked by Wall St. Rank held XPO as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.