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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 $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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
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 $1.95B AUM 58.56% 1-Year Est. Return