UBS’s XPO XPO Stock Holding History

UBS’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
2014 Q3	$5.43M	Buy	416,870 +19,645	+5%	+$214K	﹤0.01%	1941
2014 Q2	$3.93M	Buy	397,225 +19,025	+5%	+$174K	﹤0.01%	2189
2014 Q1	$3.85M	Buy	378,200 +19,977	+6%	+$199K	﹤0.01%	2113
2013 Q4	$3.26M	Buy	358,223 +67,571	+23%	+$521K	﹤0.01%	2301
2013 Q3	$2.18M	Buy	290,652 +14,001	+5%	+$108K	﹤0.01%	2487
2013 Q2	$1.73M	Buy	+276,651	New	+$1.61M	﹤0.01%	2701

Other funds holding XPO

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orbis Holdings Hamilton, Bermuda $12.8B AUM 8.29% 1-Year Est. Return

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

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CCI

Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's XPO Position: Q3 2014 in Review

UBS increased its XPO (XPO) stake by 4.9% in Q3 2014, buying an estimated $214K and bringing the position to 416,870 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

UBS first reported a position in XPO in Q2 2013 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold XPO as of Q3 2014.

UBS held 416,870 shares of XPO worth $5.43M as of Q3 2014.
UBS bought 19,645 XPO shares in Q3 2014, an estimated $214K.
XPO made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1941 holding.
UBS first reported a position in XPO in Q2 2013 and has held it in 6 quarters since.
174 funds tracked by Wall St. Rank held XPO as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.