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LBA Wealth Management’s XPO XPO Stock Holding History

LBA Wealth Management’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
Q1 		$5K Hold
289
– – ﹤0.01% 366
2016
Q4 		$4K Hold
289
– – ﹤0.01% 385
2016
Q3 		$4K Buy
+289
New +$3.27K ﹤0.01% 390

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

LBA Wealth Management's XPO Position: Q1 2017 in Review

LBA Wealth Management held its XPO (XPO) position steady in Q1 2017 at 289 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

LBA Wealth Management first reported a position in XPO in Q3 2016 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold XPO as of Q1 2017.

  • LBA Wealth Management held 289 shares of XPO worth $5K as of Q1 2017.
  • LBA Wealth Management left its XPO share count unchanged in Q1 2017.
  • XPO made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #366 holding.
  • LBA Wealth Management first reported a position in XPO in Q3 2016 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held XPO as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.