Lowe Wealth Advisors’s XPO XPO Stock Holding History

Lowe Wealth Advisors’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
2019 Q1	–	Sell	-289	Closed	-$6K	–	300
2018 Q4	$6K	Hold	289	–	–	﹤0.01%	167
2018 Q3	$11K	Hold	289	–	–	0.01%	146
2018 Q2	$10K	Hold	289	–	–	0.01%	144
2018 Q1	$10K	Hold	289	–	–	0.01%	155
2017 Q4	$9K	Hold	289	–	–	0.01%	167
2017 Q3	$7K	Buy	+289	New	+$6.05K	﹤0.01%	170

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lowe Wealth Advisors's XPO Position: Q1 2019 in Review

Lowe Wealth Advisors sold out of XPO (XPO) in Q1 2019, closing a stake of 289 shares — an estimated $6K sold.

Lowe Wealth Advisors first reported a position in XPO in Q3 2017 and held it in 6 quarters. The position peaked at $11K in Q3 2018. 389 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

Lowe Wealth Advisors reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 289 XPO shares in Q1 2019, an estimated $6K.
Lowe Wealth Advisors first reported a position in XPO in Q3 2017 and held it in 6 quarters.
Lowe Wealth Advisors's XPO position peaked at $11K in Q3 2018.
389 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on Lowe Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.