Waverly Advisors’s XPO XPO Stock Holding History

Waverly 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
2015 Q4	–	Sell	-2,261	Closed	-$19K	–	395
2015 Q3	$19K	Buy	+2,261	New	+$29.7K	0.01%	282

Other funds holding XPO

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

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

OTPPB

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

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

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HMC

Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return

Waverly Advisors's XPO Position: Q4 2015 in Review

Waverly Advisors sold out of XPO (XPO) in Q4 2015, closing a stake of 2,261 shares — an estimated $19K sold.

Waverly Advisors first reported a position in XPO in Q3 2015 and held it in 1 quarter. The position peaked at $19K in Q3 2015. 209 funds tracked by Wall St. Rank hold XPO as of Q4 2015.

Waverly Advisors reported no remaining XPO position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 2,261 XPO shares in Q4 2015, an estimated $19K.
Waverly Advisors first reported a position in XPO in Q3 2015 and held it in 1 quarter.
Waverly Advisors's XPO position peaked at $19K in Q3 2015.
209 funds tracked by Wall St. Rank held XPO as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.