Sheets Smith Wealth Management’s XPO XPO Stock Holding History

Sheets Smith 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
2018 Q4	–	Sell	-20,118	Closed	-$794K	–	326
2018 Q3	$794K	Buy	20,118 +167	+0.8%	+$6.07K	0.16%	158
2018 Q2	$691K	Buy	19,951 +599	+3%	+$21.7K	0.16%	154
2018 Q1	$681K	Sell	19,352 -205	-1%	-$6.84K	0.16%	151
2017 Q4	$620K	Buy	19,557 +537	+3%	+$13.7K	0.15%	174
2017 Q3	$446K	Buy	19,020 +4,624	+32%	+$96.8K	0.11%	199
2017 Q2	$322K	Buy	+14,396	New	+$270K	0.09%	216

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 $3.37T AUM 44.26% 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

Sheets Smith Wealth Management's XPO Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of XPO (XPO) in Q4 2018, closing a stake of 20,118 shares — an estimated $794K sold.

Sheets Smith Wealth Management first reported a position in XPO in Q2 2017 and held it in 6 quarters. The position peaked at $794K in Q3 2018. 428 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

Sheets Smith Wealth Management reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 20,118 XPO shares in Q4 2018, an estimated $794K.
Sheets Smith Wealth Management first reported a position in XPO in Q2 2017 and held it in 6 quarters.
Sheets Smith Wealth Management's XPO position peaked at $794K in Q3 2018.
428 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.