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OneDigital Investment Advisors’s Xerox XRX Stock Holding History

OneDigital Investment Advisors’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
2018
Q4 		– Sell
-75
Closed -$2K – 1287
2018
Q3 		$2K Hold
75
– – ﹤0.01% 995
2018
Q2 		$2K Hold
75
– – ﹤0.01% 1268
2018
Q1 		$2K Hold
75
– – ﹤0.01% 1263
2017
Q4 		$2K Buy
+75
New +$2.28K ﹤0.01% 1185
2017
Q3 		– Sell
-75
Closed -$2K – 1181
2017
Q2 		$2K Buy
+75
New +$2.12K ﹤0.01% 1176

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OneDigital Investment Advisors's XRX Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Xerox (XRX) in Q4 2018, closing a stake of 75 shares — an estimated $2K sold.

OneDigital Investment Advisors first reported a position in XRX in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 467 funds tracked by Wall St. Rank hold XRX as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Xerox position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 75 Xerox shares in Q4 2018, an estimated $2K.
  • OneDigital Investment Advisors first reported a position in Xerox in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Xerox position peaked at $2K in Q3 2018.
  • 467 funds tracked by Wall St. Rank held Xerox as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.