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Polaris Wealth Advisory Group’s Xerox XRX Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-12,935
Closed -$349K – 478
2018
Q3 		$349K Buy
+12,935
New +$342K 0.02% 123
2015
Q1 		– Sell
-101,927
Closed -$3.72M – 97
2014
Q4 		$3.72M Buy
101,927
+87,918
+628% +$3.1M 0.77% 29
2014
Q3 		$488K Buy
14,009
+1,028
+8% +$35.9K 0.11% 58
2014
Q2 		$426K Buy
12,981
+786
+6% +$25K 0.09% 64
2014
Q1 		$363K Buy
12,195
+1,421
+13% +$41.6K 0.09% 68
2013
Q4 		$346K Buy
+10,774
New +$310K 0.09% 64

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Xerox (XRX) in Q4 2018, closing a stake of 12,935 shares — an estimated $349K sold.

Polaris Wealth Advisory Group first reported a position in XRX in Q4 2013 and held it in 6 quarters. The position peaked at $3.72M in Q4 2014. 467 funds tracked by Wall St. Rank hold XRX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Xerox position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 12,935 Xerox shares in Q4 2018, an estimated $349K.
  • Polaris Wealth Advisory Group first reported a position in Xerox in Q4 2013 and held it in 6 quarters.
  • Polaris Wealth Advisory Group's Xerox position peaked at $3.72M in Q4 2014.
  • 467 funds tracked by Wall St. Rank held Xerox as of Q4 2018.

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