United Asset Strategies’s Xerox XRX Stock Holding History

United Asset Strategies’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 Q2	–	Sell	-33,066	Closed	-$952K	–	212
2018 Q1	$952K	Buy	33,066 +1,898	+6%	+$58.4K	0.28%	89
2017 Q4	$909K	Buy	31,168 +5,190	+20%	+$158K	0.24%	90
2017 Q3	$865K	Buy	25,978 +9,367	+56%	+$295K	0.49%	52
2017 Q2	$477K	Buy	16,611 +12,973	+357%	+$367K	0.14%	106
2017 Q1	$107K	Buy	+3,638	New	+$105K	0.03%	144

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

United Asset Strategies's XRX Position: Q2 2018 in Review

United Asset Strategies sold out of Xerox (XRX) in Q2 2018, closing a stake of 33,066 shares — an estimated $952K sold.

United Asset Strategies first reported a position in XRX in Q1 2017 and held it in 5 quarters. The position peaked at $952K in Q1 2018. 494 funds tracked by Wall St. Rank hold XRX as of Q2 2018.

United Asset Strategies reported no remaining Xerox position as of Q2 2018 after selling out during the quarter.
United Asset Strategies sold 33,066 Xerox shares in Q2 2018, an estimated $952K.
United Asset Strategies first reported a position in Xerox in Q1 2017 and held it in 5 quarters.
United Asset Strategies's Xerox position peaked at $952K in Q1 2018.
494 funds tracked by Wall St. Rank held Xerox as of Q2 2018.

Based on United Asset Strategies's 13F filing for Q2 2018, filed 7 Aug 2018.