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Peloton Wealth Strategists’s Xerox XRX Stock Holding History

Peloton Wealth Strategists’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
2015
Q2 		– Sell
-50,322
Closed -$1.7M – 75
2015
Q1 		$1.7M Sell
50,322
-33,472
-40% -$1.18M 1.32% 36
2014
Q4 		$3.06M Buy
83,794
+494
+0.6% +$17.4K 2.33% 9
2014
Q3 		$2.9M Buy
+83,300
New +$2.91M 2.29% 9
2014
Q1 		– Sell
-82,276
Closed -$2.64M – 84
2013
Q4 		$2.64M Sell
82,276
-11,385
-12% -$328K 2.13% 13
2013
Q3 		$2.54M Hold
93,661
– – 2.13% 12
2013
Q2 		$2.24M Buy
+93,661
New +$2.19M 2.01% 19

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Peloton Wealth Strategists's XRX Position: Q2 2015 in Review

Peloton Wealth Strategists sold out of Xerox (XRX) in Q2 2015, closing a stake of 50,322 shares — an estimated $1.7M sold.

Peloton Wealth Strategists first reported a position in XRX in Q2 2013 and held it in 6 quarters. The position peaked at $3.06M in Q4 2014. 542 funds tracked by Wall St. Rank hold XRX as of Q2 2015.

  • Peloton Wealth Strategists reported no remaining Xerox position as of Q2 2015 after selling out during the quarter.
  • Peloton Wealth Strategists sold 50,322 Xerox shares in Q2 2015, an estimated $1.7M.
  • Peloton Wealth Strategists first reported a position in Xerox in Q2 2013 and held it in 6 quarters.
  • Peloton Wealth Strategists's Xerox position peaked at $3.06M in Q4 2014.
  • 542 funds tracked by Wall St. Rank held Xerox as of Q2 2015.

Based on Peloton Wealth Strategists's 13F filing for Q2 2015, filed 11 Aug 2015.