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Torch Wealth Management’s Xerox XRX Stock Holding History

Torch Wealth Management’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
2014
Q2 		– Sell
-19
Closed -$1K – 289
2014
Q1 		$1K Hold
19
– – ﹤0.01% 291
2013
Q4 		$1K Buy
+19
New +$547 ﹤0.01% 255

Other funds holding XRX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Torch Wealth Management's XRX Position: Q2 2014 in Review

Torch Wealth Management sold out of Xerox (XRX) in Q2 2014, closing a stake of 19 shares — an estimated $1K sold.

Torch Wealth Management first reported a position in XRX in Q4 2013 and held it in 2 quarters. The position peaked at $1K in Q1 2014. 551 funds tracked by Wall St. Rank hold XRX as of Q2 2014.

  • Torch Wealth Management reported no remaining Xerox position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 19 Xerox shares in Q2 2014, an estimated $1K.
  • Torch Wealth Management first reported a position in Xerox in Q4 2013 and held it in 2 quarters.
  • Torch Wealth Management's Xerox position peaked at $1K in Q1 2014.
  • 551 funds tracked by Wall St. Rank held Xerox as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.