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USCA RIA’s Xerox XRX Stock Holding History

USCA RIA’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
2017
Q4 		– Sell
-8,009
Closed -$230K – 462
2017
Q3 		$230K Hold
8,009
– – 0.03% 372
2017
Q2 		$230K Sell
8,009
-1,718
-18% -$48.5K 0.03% 377
2017
Q1 		$286K Buy
+9,727
New +$281K 0.04% 350
2015
Q1 		– Sell
-11,525
Closed -$421K – 365
2014
Q4 		$421K Buy
11,525
+305
+3% +$10.8K 0.12% 203
2014
Q3 		$391K Buy
11,220
+2
+0% +$70 0.12% 195
2014
Q2 		$368K Buy
+11,218
New +$356K 0.12% 186

Other funds holding XRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

USCA RIA's XRX Position: Q4 2017 in Review

USCA RIA sold out of Xerox (XRX) in Q4 2017, closing a stake of 8,009 shares — an estimated $230K sold.

USCA RIA first reported a position in XRX in Q2 2014 and held it in 6 quarters. The position peaked at $421K in Q4 2014. 484 funds tracked by Wall St. Rank hold XRX as of Q4 2017.

  • USCA RIA reported no remaining Xerox position as of Q4 2017 after selling out during the quarter.
  • USCA RIA sold 8,009 Xerox shares in Q4 2017, an estimated $230K.
  • USCA RIA first reported a position in Xerox in Q2 2014 and held it in 6 quarters.
  • USCA RIA's Xerox position peaked at $421K in Q4 2014.
  • 484 funds tracked by Wall St. Rank held Xerox as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.