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Stonehage Fleming Financial Services’s XPO XPO Stock Holding History

Stonehage Fleming Financial Services’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
2017
Q1 		– Sell
-14,457
Closed -$183K – 299
2016
Q4 		$183K Hold
14,457
– – 0.01% 219
2016
Q3 		$183K Hold
14,457
– – 0.01% 201
2016
Q2 		$131K Buy
+14,457
New +$144K 0.01% 213

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Stonehage Fleming Financial Services's XPO Position: Q1 2017 in Review

Stonehage Fleming Financial Services sold out of XPO (XPO) in Q1 2017, closing a stake of 14,457 shares — an estimated $183K sold.

Stonehage Fleming Financial Services first reported a position in XPO in Q2 2016 and held it in 3 quarters. The position peaked at $183K in Q4 2016. 258 funds tracked by Wall St. Rank hold XPO as of Q1 2017.

  • Stonehage Fleming Financial Services reported no remaining XPO position as of Q1 2017 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 14,457 XPO shares in Q1 2017, an estimated $183K.
  • Stonehage Fleming Financial Services first reported a position in XPO in Q2 2016 and held it in 3 quarters.
  • Stonehage Fleming Financial Services's XPO position peaked at $183K in Q4 2016.
  • 258 funds tracked by Wall St. Rank held XPO as of Q1 2017.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2017, filed 11 Oct 2019.