Sonora Investment Management’s XPO XPO Stock Holding History

Sonora Investment 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
2019 Q2	–	Sell	-434	Closed	-$8K	–	1756
2019 Q1	$8K	Hold	434	–	–	﹤0.01%	1131
2018 Q4	$9K	Hold	434	–	–	﹤0.01%	915
2018 Q3	$17K	Hold	434	–	–	﹤0.01%	700
2018 Q2	$15K	Hold	434	–	–	﹤0.01%	689
2018 Q1	$15.3K	Hold	434	–	–	﹤0.01%	662
2017 Q4	$13.7K	Hold	434	–	–	﹤0.01%	702
2017 Q3	$10.2K	Hold	434	–	–	﹤0.01%	714
2017 Q2	$9.7K	Hold	434	–	–	﹤0.01%	737
2017 Q1	$7.18K	Hold	434	–	–	﹤0.01%	744
2016 Q4	$6.47K	Hold	434	–	–	﹤0.01%	672
2016 Q3	$5.5K	Hold	434	–	–	﹤0.01%	668
2016 Q2	$3.94K	Hold	434	–	–	﹤0.01%	719
2016 Q1	$4.76K	Hold	434	–	–	﹤0.01%	741
2015 Q4	$4K	Sell	434 -650	-60%	-$6.45K	﹤0.01%	673
2015 Q3	$13K	Buy	+1,084	New	+$14.2K	﹤0.01%	415

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Sonora Investment Management's XPO Position: Q2 2019 in Review

Sonora Investment Management sold out of XPO (XPO) in Q2 2019, closing a stake of 434 shares — an estimated $8K sold.

Sonora Investment Management first reported a position in XPO in Q3 2015 and held it in 15 quarters. The position peaked at $17K in Q3 2018. 371 funds tracked by Wall St. Rank hold XPO as of Q2 2019.

Sonora Investment Management reported no remaining XPO position as of Q2 2019 after selling out during the quarter.
Sonora Investment Management sold 434 XPO shares in Q2 2019, an estimated $8K.
Sonora Investment Management first reported a position in XPO in Q3 2015 and held it in 15 quarters.
Sonora Investment Management's XPO position peaked at $17K in Q3 2018.
371 funds tracked by Wall St. Rank held XPO as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.