Monroe Bank & Trust’s XPO XPO Stock Holding History

Monroe Bank & Trust’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 Q3	–	Sell	-382	Closed	-$13K	–	233
2018 Q2	$13K	Sell	382 -118	-24%	-$4.28K	﹤0.01%	216
2018 Q1	$18K	Hold	500	–	–	0.01%	196
2017 Q4	$16K	Buy	+500	New	+$12.8K	0.01%	210

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Monroe Bank & Trust's XPO Position: Q3 2018 in Review

Monroe Bank & Trust sold out of XPO (XPO) in Q3 2018, closing a stake of 382 shares — an estimated $13K sold.

Monroe Bank & Trust first reported a position in XPO in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q1 2018. 492 funds tracked by Wall St. Rank hold XPO as of Q3 2018.

Monroe Bank & Trust reported no remaining XPO position as of Q3 2018 after selling out during the quarter.
Monroe Bank & Trust sold 382 XPO shares in Q3 2018, an estimated $13K.
Monroe Bank & Trust first reported a position in XPO in Q4 2017 and held it in 3 quarters.
Monroe Bank & Trust's XPO position peaked at $18K in Q1 2018.
492 funds tracked by Wall St. Rank held XPO as of Q3 2018.

Based on Monroe Bank & Trust's 13F filing for Q3 2018, filed 14 Nov 2018.