NEXT Financial Holdings’s XPO XPO Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$45K	Buy	+2,423	New	+$46.5K	0.01%	765

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

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

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

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

EIP

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

NEXT Financial Holdings's XPO Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in XPO (XPO) in Q1 2019: 2,423 shares worth $45K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings.

388 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

NEXT Financial Holdings held 2,423 shares of XPO worth $45K as of Q1 2019.
XPO was a new NEXT Financial Holdings position in Q1 2019.
XPO made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #765 holding.
388 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.