TRUE Private Wealth Advisors’s XPO XPO Stock Holding History

TRUE Private Wealth Advisors’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
2018 Q4	–	Sell	-2,808	Closed	-$111K	–	934
2018 Q3	$111K	Buy	+2,808	New	+$102K	0.02%	340

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

TRUE Private Wealth Advisors's XPO Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of XPO (XPO) in Q4 2018, closing a stake of 2,808 shares — an estimated $111K sold.

TRUE Private Wealth Advisors first reported a position in XPO in Q3 2018 and held it in 1 quarter. The position peaked at $111K in Q3 2018. 427 funds tracked by Wall St. Rank hold XPO as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining XPO position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,808 XPO shares in Q4 2018, an estimated $111K.
TRUE Private Wealth Advisors first reported a position in XPO in Q3 2018 and held it in 1 quarter.
TRUE Private Wealth Advisors's XPO position peaked at $111K in Q3 2018.
427 funds tracked by Wall St. Rank held XPO as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.