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MSI Financial Services’s XPO XPO Stock Holding History

MSI Financial Services’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
2016
Q4 		$62K Sell
4,155
-729
-15% -$10.2K ﹤0.01% 1750
2016
Q3 		$62K Buy
4,884
+145
+3% +$1.64K ﹤0.01% 1700
2016
Q2 		$43K Hold
4,739
– – ﹤0.01% 1892
2016
Q1 		$50K Sell
4,739
-4,048
-46% -$35.3K ﹤0.01% 1736
2015
Q4 		$83K Buy
8,787
+6,280
+250% +$62.3K ﹤0.01% 1395
2015
Q3 		$21K Buy
2,507
+78
+3% +$1.02K ﹤0.01% 1688
2015
Q2 		$38K Buy
+2,429
New +$39.4K ﹤0.01% 1466

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

MSI Financial Services's XPO Position: Q4 2016 in Review

MSI Financial Services reduced its XPO (XPO) stake by 15% in Q4 2016, selling an estimated $10.2K and leaving 4,155 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

MSI Financial Services first reported a position in XPO in Q2 2015 and has held it in 7 quarters since. The position peaked at $83K in Q4 2015. 250 funds tracked by Wall St. Rank hold XPO as of Q4 2016.

  • MSI Financial Services held 4,155 shares of XPO worth $62K as of Q4 2016.
  • MSI Financial Services sold 729 XPO shares in Q4 2016, an estimated $10.2K.
  • XPO made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1750 holding.
  • MSI Financial Services first reported a position in XPO in Q2 2015 and has held it in 7 quarters since.
  • MSI Financial Services's XPO position peaked at $83K in Q4 2015.
  • 250 funds tracked by Wall St. Rank held XPO as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.