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Waverly Advisors’s Xerox XRX Stock Holding History

Waverly 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
2018
Q1 		– Sell
-161
Closed -$5K – 361
2017
Q4 		$5K Buy
+161
New +$4.89K ﹤0.01% 368
2015
Q4 		– Sell
-1,170
Closed -$30K – 396
2015
Q3 		$30K Buy
1,170
+790
+208% +$21.9K 0.02% 202
2015
Q2 		$11K Buy
+380
New +$11.8K 0.01% 269
2014
Q4 		– Sell
-259
Closed -$9K – 688
2014
Q3 		$9K Hold
259
– – ﹤0.01% 515
2014
Q2 		$8K Hold
259
– – ﹤0.01% 505
2014
Q1 		$8K Sell
259
-532
-67% -$15.6K ﹤0.01% 477
2013
Q4 		$25K Buy
791
+411
+108% +$11.8K 0.01% 428
2013
Q3 		$10K Buy
+380
New +$9.98K 0.01% 443

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's XRX Position: Q1 2018 in Review

Waverly Advisors sold out of Xerox (XRX) in Q1 2018, closing a stake of 161 shares — an estimated $5K sold.

Waverly Advisors first reported a position in XRX in Q3 2013 and held it in 8 quarters. The position peaked at $30K in Q3 2015. 492 funds tracked by Wall St. Rank hold XRX as of Q1 2018.

  • Waverly Advisors reported no remaining Xerox position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 161 Xerox shares in Q1 2018, an estimated $5K.
  • Waverly Advisors first reported a position in Xerox in Q3 2013 and held it in 8 quarters.
  • Waverly Advisors's Xerox position peaked at $30K in Q3 2015.
  • 492 funds tracked by Wall St. Rank held Xerox as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.