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Stratos Wealth Partners’s Xerox XRX Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-783
Closed -$21K – 2540
2018
Q3 		$21K Buy
+783
New +$20.7K ﹤0.01% 1861
2018
Q2 		– Sell
-1,296
Closed -$37K – 2623
2018
Q1 		$37K Buy
1,296
+2
+0.2% +$62 ﹤0.01% 1740
2017
Q4 		$38K Buy
+1,294
New +$39.3K ﹤0.01% 1654
2014
Q4 		– Sell
-46,530
Closed -$1.62M – 529
2014
Q3 		$1.62M Buy
46,530
+15,252
+49% +$532K 0.38% 66
2014
Q2 		$1.03M Buy
+31,278
New +$994K 0.34% 87

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stratos Wealth Partners's XRX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Xerox (XRX) in Q4 2018, closing a stake of 783 shares — an estimated $21K sold.

Stratos Wealth Partners first reported a position in XRX in Q2 2014 and held it in 5 quarters. The position peaked at $1.62M in Q3 2014. 467 funds tracked by Wall St. Rank hold XRX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Xerox position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 783 Xerox shares in Q4 2018, an estimated $21K.
  • Stratos Wealth Partners first reported a position in Xerox in Q2 2014 and held it in 5 quarters.
  • Stratos Wealth Partners's Xerox position peaked at $1.62M in Q3 2014.
  • 467 funds tracked by Wall St. Rank held Xerox as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.