Shepherd Kaplan Krochuk’s Xerox XRX Stock Holding History

Shepherd Kaplan Krochuk’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
2013 Q3	–	Sell	-3,795	Closed	-$91K	–	655
2013 Q2	$91K	Buy	+3,795	New	+$88.7K	0.02%	527

Other funds holding XRX

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Shepherd Kaplan Krochuk's XRX Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Xerox (XRX) in Q3 2013, closing a stake of 3,795 shares — an estimated $91K sold.

Shepherd Kaplan Krochuk first reported a position in XRX in Q2 2013 and held it in 1 quarter. The position peaked at $91K in Q2 2013. 519 funds tracked by Wall St. Rank hold XRX as of Q3 2013.

Shepherd Kaplan Krochuk reported no remaining Xerox position as of Q3 2013 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 3,795 Xerox shares in Q3 2013, an estimated $91K.
Shepherd Kaplan Krochuk first reported a position in Xerox in Q2 2013 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Xerox position peaked at $91K in Q2 2013.
519 funds tracked by Wall St. Rank held Xerox as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.