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New York Life Trust’s Xerox XRX Stock Holding History

New York Life Trust’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,872
Closed -$103K – 254
2016
Q3 		$103K Buy
3,872
+1,285
+50% +$33.2K 0.51% 62
2016
Q2 		$65K Buy
2,587
+297
+13% +$7.81K 0.32% 113
2016
Q1 		$67K Sell
2,290
-125
-5% -$3.22K 0.29% 116
2015
Q4 		$68K Sell
2,415
-893
-27% -$24K 0.29% 122
2015
Q3 		$85K Buy
3,308
+1,456
+79% +$40.4K 0.38% 106
2015
Q2 		$52K Sell
1,852
-717
-28% -$22.2K 0.22% 143
2015
Q1 		$87K Sell
2,569
-1,106
-30% -$39K 0.35% 118
2014
Q4 		$134K Buy
3,675
+44
+1% +$1.55K 0.53% 65
2014
Q3 		$127K Buy
3,631
+713
+24% +$24.9K 0.53% 70
2014
Q2 		$96K Sell
2,918
-1,134
-28% -$36K 0.41% 113
2014
Q1 		$121K Buy
4,052
+291
+8% +$8.53K 0.54% 71
2013
Q4 		$121K Sell
3,761
-136
-3% -$3.92K 0.55% 55
2013
Q3 		$106K Buy
3,897
+908
+30% +$23.9K 0.53% 62
2013
Q2 		$71K Buy
+2,989
New +$69.8K 0.33% 114

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New York Life Trust's XRX Position: Q4 2016 in Review

New York Life Trust sold out of Xerox (XRX) in Q4 2016, closing a stake of 3,872 shares — an estimated $103K sold.

New York Life Trust first reported a position in XRX in Q2 2013 and held it in 14 quarters. The position peaked at $134K in Q4 2014. 555 funds tracked by Wall St. Rank hold XRX as of Q4 2016.

  • New York Life Trust reported no remaining Xerox position as of Q4 2016 after selling out during the quarter.
  • New York Life Trust sold 3,872 Xerox shares in Q4 2016, an estimated $103K.
  • New York Life Trust first reported a position in Xerox in Q2 2013 and held it in 14 quarters.
  • New York Life Trust's Xerox position peaked at $134K in Q4 2014.
  • 555 funds tracked by Wall St. Rank held Xerox as of Q4 2016.

Based on New York Life Trust's 13F filing for Q4 2016, filed 15 Feb 2017.