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RPg Family Wealth Advisory’s Xerox XRX Stock Holding History

RPg Family Wealth Advisory’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
Q1 		– Sell
-436
Closed -$12.7K – 296
2017
Q4 		$12.7K Sell
436
-789
-64% -$24K 0.01% 245
2017
Q3 		$40.8K Buy
1,225
+586
+92% +$18.4K 0.03% 156
2017
Q2 		$18.4K Buy
+639
New +$18.1K 0.02% 246
2016
Q4 		– Sell
-407
Closed -$10.9K – 297
2016
Q3 		$10.9K Sell
407
-379
-48% -$9.79K 0.01% 230
2016
Q2 		$19.7K Buy
786
+379
+93% +$9.97K 0.01% 195
2016
Q1 		$12K Buy
407
+27
+7% +$696 0.01% 236
2015
Q4 		$10.6K Buy
+380
New +$10.2K 0.01% 190

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RPg Family Wealth Advisory's XRX Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of Xerox (XRX) in Q1 2018, closing a stake of 436 shares — an estimated $12.7K sold.

RPg Family Wealth Advisory first reported a position in XRX in Q4 2015 and held it in 7 quarters. The position peaked at $40.8K in Q3 2017. 492 funds tracked by Wall St. Rank hold XRX as of Q1 2018.

  • RPg Family Wealth Advisory reported no remaining Xerox position as of Q1 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 436 Xerox shares in Q1 2018, an estimated $12.7K.
  • RPg Family Wealth Advisory first reported a position in Xerox in Q4 2015 and held it in 7 quarters.
  • RPg Family Wealth Advisory's Xerox position peaked at $40.8K in Q3 2017.
  • 492 funds tracked by Wall St. Rank held Xerox as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.