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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 – 365
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 $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return