US Financial Advisors’s Xerox XRX Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-63	Closed	-$2K	–	409
2016 Q1	$2K	Sell	63 -24	-28%	-$619	﹤0.01%	347
2015 Q4	$2K	Hold	87	–	–	﹤0.01%	485
2015 Q3	$2K	Buy	87 +24	+38%	+$666	﹤0.01%	423
2015 Q2	$2K	Buy	+63	New	+$1.95K	﹤0.01%	404

Other funds holding XRX

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Financial Advisors's XRX Position: Q2 2016 in Review

US Financial Advisors sold out of Xerox (XRX) in Q2 2016, closing a stake of 63 shares — an estimated $2K sold.

US Financial Advisors first reported a position in XRX in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 517 funds tracked by Wall St. Rank hold XRX as of Q2 2016.

US Financial Advisors reported no remaining Xerox position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 63 Xerox shares in Q2 2016, an estimated $2K.
US Financial Advisors first reported a position in Xerox in Q2 2015 and held it in 4 quarters.
US Financial Advisors's Xerox position peaked at $2K in Q1 2016.
517 funds tracked by Wall St. Rank held Xerox as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.