Lumbard & Kellner’s XPO XPO Stock Holding History

Lumbard & Kellner’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
2014 Q3	–	Sell	-43,559	Closed	-$432K	–	99
2014 Q2	$432K	Buy	+43,559	New	+$398K	0.31%	59

Other funds holding XPO

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CCI

Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lumbard & Kellner's XPO Position: Q3 2014 in Review

Lumbard & Kellner sold out of XPO (XPO) in Q3 2014, closing a stake of 43,559 shares — an estimated $432K sold.

Lumbard & Kellner first reported a position in XPO in Q2 2014 and held it in 1 quarter. The position peaked at $432K in Q2 2014. 174 funds tracked by Wall St. Rank hold XPO as of Q3 2014.

Lumbard & Kellner reported no remaining XPO position as of Q3 2014 after selling out during the quarter.
Lumbard & Kellner sold 43,559 XPO shares in Q3 2014, an estimated $432K.
Lumbard & Kellner first reported a position in XPO in Q2 2014 and held it in 1 quarter.
Lumbard & Kellner's XPO position peaked at $432K in Q2 2014.
174 funds tracked by Wall St. Rank held XPO as of Q3 2014.

Based on Lumbard & Kellner's 13F filing for Q3 2014, filed 14 Nov 2014.