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Physicians Financial Services’s XPO XPO Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-723
Closed -$7K – 268
2016
Q4 		$7K Hold
723
– – 0.01% 257
2016
Q3 		$9K Hold
723
– – 0.01% 238
2016
Q2 		$7K Hold
723
– – 0.01% 247
2016
Q1 		$8K Hold
723
– – 0.01% 234
2015
Q4 		$7K Buy
+723
New +$7.18K 0.01% 249

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Physicians Financial Services's XPO Position: Q1 2017 in Review

Physicians Financial Services sold out of XPO (XPO) in Q1 2017, closing a stake of 723 shares — an estimated $7K sold.

Physicians Financial Services first reported a position in XPO in Q4 2015 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 258 funds tracked by Wall St. Rank hold XPO as of Q1 2017.

  • Physicians Financial Services reported no remaining XPO position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 723 XPO shares in Q1 2017, an estimated $7K.
  • Physicians Financial Services first reported a position in XPO in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's XPO position peaked at $9K in Q3 2016.
  • 258 funds tracked by Wall St. Rank held XPO as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.