Rowland Carmichael Advisors’s XPO XPO Stock Holding History

Rowland Carmichael Advisors’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	-46,971	Closed	-$1.85M	–	370
2018 Q3	$1.85M	Hold	46,971	–	–	0.72%	16
2018 Q2	$1.63M	Hold	46,971	–	–	0.69%	18
2018 Q1	$1.65M	Hold	46,971	–	–	0.91%	12
2017 Q4	$1.49M	Hold	46,971	–	–	0.77%	22
2017 Q3	$1.1M	Hold	46,971	–	–	0.61%	37
2017 Q2	$1.05M	Buy	+46,971	New	+$880K	0.61%	39

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Rowland Carmichael Advisors's XPO Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of XPO (XPO) in Q4 2018, closing a stake of 46,971 shares — an estimated $1.85M sold.

Rowland Carmichael Advisors first reported a position in XPO in Q2 2017 and held it in 6 quarters. The position peaked at $1.85M in Q3 2018. 427 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

Rowland Carmichael Advisors reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 46,971 XPO shares in Q4 2018, an estimated $1.85M.
Rowland Carmichael Advisors first reported a position in XPO in Q2 2017 and held it in 6 quarters.
Rowland Carmichael Advisors's XPO position peaked at $1.85M in Q3 2018.
427 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.