Polaris Wealth Advisory Group’s XPO XPO Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-106,588	Closed	-$4.21M	–	477
2018 Q3	$4.21M	Sell	106,588 -2,663	-2%	-$96.9K	0.29%	67
2018 Q2	$3.85M	Hold	109,251	–	–	0.32%	54
2018 Q1	$3.85M	Buy	109,251 +20,132	+23%	+$672K	0.31%	55
2017 Q4	$2.82M	Buy	89,119 +15,403	+21%	+$394K	0.23%	62
2017 Q3	$1.73M	Buy	+73,716	New	+$1.54M	0.15%	74

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Polaris Wealth Advisory Group's XPO Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of XPO (XPO) in Q4 2018, closing a stake of 106,588 shares — an estimated $4.21M sold.

Polaris Wealth Advisory Group first reported a position in XPO in Q3 2017 and held it in 5 quarters. The position peaked at $4.21M in Q3 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 106,588 XPO shares in Q4 2018, an estimated $4.21M.
Polaris Wealth Advisory Group first reported a position in XPO in Q3 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's XPO position peaked at $4.21M in Q3 2018.
428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.