MacGuire Cheswick & Tuttle Investment Counsel’s XPO XPO Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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	$1.05M	Sell	53,390 -161,296	-75%	-$4.47M	0.22%	60
2018 Q3	$8.48M	Buy	214,686 +1,735	+0.8%	+$63.1K	1.46%	24
2018 Q2	$7.38M	Buy	212,951 +3,079	+1%	+$112K	1.35%	27
2018 Q1	$7.39M	Buy	209,872 +1,316	+0.6%	+$43.9K	1.38%	27
2017 Q4	$6.61M	Sell	208,556 -5,422	-3%	-$139K	1.2%	33
2017 Q3	$5.02M	Buy	213,978 +22,987	+12%	+$481K	0.98%	35
2017 Q2	$4.27M	Sell	190,991 -1,373	-0.7%	-$25.7K	0.87%	40
2017 Q1	$3.19M	Buy	192,364 +5,493	+3%	+$89.7K	0.62%	46
2016 Q4	$2.79M	Buy	186,871 +11,060	+6%	+$154K	0.57%	45
2016 Q3	$2.23M	Sell	175,811 -2,458	-1%	-$27.8K	0.5%	49
2016 Q2	$1.62M	Buy	178,269 +12,433	+7%	+$124K	0.36%	51
2016 Q1	$1.76M	Buy	165,836 +5,711	+4%	+$49.8K	0.41%	47
2015 Q4	$1.51M	Sell	160,125 -1,547	-1%	-$15.4K	0.34%	51
2015 Q3	$1.33M	Buy	161,672 +5,421	+3%	+$71.1K	0.33%	51
2015 Q2	$2.44M	Buy	156,251 +113,776	+268%	+$1.85M	0.55%	48
2015 Q1	$668K	Buy	+42,475	New	+$615K	0.15%	69

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's XPO Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel reduced its XPO (XPO) stake by 75% in Q4 2018, selling an estimated $4.47M and leaving 53,390 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #60.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in XPO in Q1 2015 and has held it in 16 quarters since. The position peaked at $8.48M in Q3 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 53,390 shares of XPO worth $1.05M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel sold 161,296 XPO shares in Q4 2018, an estimated $4.47M.
XPO made up 0.22% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #60 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in XPO in Q1 2015 and has held it in 16 quarters since.
MacGuire Cheswick & Tuttle Investment Counsel's XPO position peaked at $8.48M in Q3 2018.
428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.