Oak Point Wealth Management’s XPO XPO Stock Holding History

Oak Point Wealth Management’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 Q1	$236K	Hold	6,939	–	–	0.24%	96
2017 Q4	$220K	Buy	+6,939	New	+$177K	0.22%	98

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's XPO Position: Q1 2018 in Review

Oak Point Wealth Management held its XPO (XPO) position steady in Q1 2018 at 6,939 shares worth $236K. The position accounts for 0.24% of the portfolio, ranked #96.

Oak Point Wealth Management first reported a position in XPO in Q4 2017 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold XPO as of Q1 2018.

Oak Point Wealth Management held 6,939 shares of XPO worth $236K as of Q1 2018.
Oak Point Wealth Management left its XPO share count unchanged in Q1 2018.
XPO made up 0.24% of Oak Point Wealth Management's portfolio in Q1 2018, its #96 holding.
Oak Point Wealth Management first reported a position in XPO in Q4 2017 and has held it in 2 quarters since.
455 funds tracked by Wall St. Rank held XPO as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.