Point View Wealth Management’s Xerox XRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
– Sell
-3,277
Closed -$96K – 264
2017
Q1
$96K Sell
3,277
-1,697
-34% -$49K 0.05% 253
2016
Q4
$114K Hold
4,974
– – 0.07% 239
2016
Q3
$133K Sell
4,974
-273
-5% -$7.05K 0.08% 227
2016
Q2
$131K Sell
5,247
-255
-5% -$6.71K 0.08% 225
2016
Q1
$162K Hold
5,502
– – 0.1% 211
2015
Q4
$154K Sell
5,502
-361
-6% -$9.7K 0.11% 194
2015
Q3
$150K Hold
5,863
– – 0.12% 184
2015
Q2
$164K Hold
5,863
– – 0.13% 182
2015
Q1
$199K Buy
5,863
+361
+7% +$12.7K 0.15% 178
2014
Q4
$201K Hold
5,502
– – 0.15% 173
2014
Q3
$192K Hold
5,502
– – 0.16% 171
2014
Q2
$180K Buy
5,502
+1,104
+25% +$35.1K 0.16% 173
2014
Q1
$131K Buy
+4,398
New +$129K 0.12% 173

Other funds holding XRX

Point View Wealth Management's XRX Position: Q2 2017 in Review

Point View Wealth Management sold out of Xerox (XRX) in Q2 2017, closing a stake of 3,277 shares — an estimated $96K sold.

Point View Wealth Management first reported a position in XRX in Q1 2014 and held it in 13 quarters. The position peaked at $201K in Q4 2014. 459 funds tracked by Wall St. Rank hold XRX as of Q2 2017.

  • Point View Wealth Management reported no remaining Xerox position as of Q2 2017 after selling out during the quarter.
  • Point View Wealth Management sold 3,277 Xerox shares in Q2 2017, an estimated $96K.
  • Point View Wealth Management first reported a position in Xerox in Q1 2014 and held it in 13 quarters.
  • Point View Wealth Management's Xerox position peaked at $201K in Q4 2014.
  • 459 funds tracked by Wall St. Rank held Xerox as of Q2 2017.

Based on Point View Wealth Management's 13F filing for Q2 2017, filed 7 Aug 2017.