PWM
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PRW Wealth Management’s XPO XPO Stock Holding History

PRW Wealth Management’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
2019
Q1 		– Sell
-12
Closed – – 810
2018
Q4 		$0 Buy
+12
New +$333 ﹤0.01% 776

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PRW Wealth Management's XPO Position: Q1 2019 in Review

PRW Wealth Management sold out of XPO (XPO) in Q1 2019, closing a stake of 12 shares.

PRW Wealth Management first reported a position in XPO in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 388 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

  • PRW Wealth Management reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 12 XPO shares in Q1 2019.
  • PRW Wealth Management first reported a position in XPO in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's XPO position peaked at $0 in Q4 2018.
  • 388 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.