Transform Wealth’s Xerox XRX Stock Holding History

Transform Wealth’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 Q1	–	Sell	-10,250	Closed	-$298K	–	259
2017 Q4	$298K	Buy	+10,250	New	+$311K	0.05%	216

Other funds holding XRX

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Transform Wealth's XRX Position: Q1 2018 in Review

Transform Wealth sold out of Xerox (XRX) in Q1 2018, closing a stake of 10,250 shares — an estimated $298K sold.

Transform Wealth first reported a position in XRX in Q4 2017 and held it in 1 quarter. The position peaked at $298K in Q4 2017. 491 funds tracked by Wall St. Rank hold XRX as of Q1 2018.

Transform Wealth reported no remaining Xerox position as of Q1 2018 after selling out during the quarter.
Transform Wealth sold 10,250 Xerox shares in Q1 2018, an estimated $298K.
Transform Wealth first reported a position in Xerox in Q4 2017 and held it in 1 quarter.
Transform Wealth's Xerox position peaked at $298K in Q4 2017.
491 funds tracked by Wall St. Rank held Xerox as of Q1 2018.

Based on Transform Wealth's 13F filing for Q1 2018, filed 3 May 2018.