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Lenox Wealth Management’s XPO XPO Stock Holding History

Lenox 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
2018
Q4 		– Sell
-480
Closed -$19K – 690
2018
Q3 		$19K Buy
+480
New +$17.5K 0.01% 334
2018
Q1 		– Sell
-781
Closed -$25K – 511
2017
Q4 		$25K Sell
781
-274
-26% -$7.01K 0.01% 288
2017
Q3 		$24K Buy
+1,055
New +$22.1K 0.01% 303

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Lenox Wealth Management's XPO Position: Q4 2018 in Review

Lenox Wealth Management sold out of XPO (XPO) in Q4 2018, closing a stake of 480 shares — an estimated $19K sold.

Lenox Wealth Management first reported a position in XPO in Q3 2017 and held it in 3 quarters. The position peaked at $25K in Q4 2017. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

  • Lenox Wealth Management reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 480 XPO shares in Q4 2018, an estimated $19K.
  • Lenox Wealth Management first reported a position in XPO in Q3 2017 and held it in 3 quarters.
  • Lenox Wealth Management's XPO position peaked at $25K in Q4 2017.
  • 428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.