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Patriot Financial Group Insurance Agency’s Xerox XRX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-25
Closed -$1K – 928
2018
Q1 		$1K Buy
+25
New +$769 ﹤0.01% 938

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XRX Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of Xerox (XRX) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in XRX in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 494 funds tracked by Wall St. Rank hold XRX as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Xerox position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Xerox shares in Q2 2018, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Xerox in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Xerox position peaked at $1K in Q1 2018.
  • 494 funds tracked by Wall St. Rank held Xerox as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.