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MYCIO Wealth Partners’s XPO XPO Stock Holding History

MYCIO Wealth Partners’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 		– Sell
-867
Closed -$11K – 686
2016
Q3 		$11K Hold
867
– – ﹤0.01% 561
2016
Q2 		$8K Hold
867
– – ﹤0.01% 598
2016
Q1 		$9K Hold
867
– – ﹤0.01% 541
2015
Q4 		$8K Buy
+867
New +$8.61K ﹤0.01% 564

Other funds holding XPO

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Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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 $3.4B AUM 30.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 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 $552B AUM 44.19% 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 $38.7B AUM 44.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

MYCIO Wealth Partners's XPO Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of XPO (XPO) in Q4 2016, closing a stake of 867 shares — an estimated $11K sold.

MYCIO Wealth Partners first reported a position in XPO in Q4 2015 and held it in 4 quarters. The position peaked at $11K in Q3 2016. 250 funds tracked by Wall St. Rank hold XPO as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining XPO position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 867 XPO shares in Q4 2016, an estimated $11K.
  • MYCIO Wealth Partners first reported a position in XPO in Q4 2015 and held it in 4 quarters.
  • MYCIO Wealth Partners's XPO position peaked at $11K in Q3 2016.
  • 250 funds tracked by Wall St. Rank held XPO as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.