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Wealthfront’s Xerox XRX Stock Holding History

Wealthfront’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
Q4 		– Sell
-5,243
Closed -$140K – 406
2016
Q3 		$140K Buy
5,243
+258
+5% +$6.66K ﹤0.01% 372
2016
Q2 		$125K Sell
4,985
-88
-2% -$2.31K ﹤0.01% 347
2016
Q1 		$149K Buy
5,073
+20
+0.4% +$516 ﹤0.01% 330
2015
Q4 		$142K Buy
5,053
+2,525
+100% +$67.8K 0.01% 294
2015
Q3 		$65K Buy
2,528
+1,133
+81% +$31.4K ﹤0.01% 485
2015
Q2 		$39K Sell
1,395
-1,606
-54% -$49.7K ﹤0.01% 528
2015
Q1 		$102K Sell
3,001
-791
-21% -$27.9K ﹤0.01% 379
2014
Q4 		$138K Buy
3,792
+645
+20% +$22.8K 0.01% 296
2014
Q3 		$110K Buy
3,147
+1,641
+109% +$57.3K 0.01% 272
2014
Q2 		$49K Buy
1,506
+829
+122% +$26.3K ﹤0.01% 372
2014
Q1 		$20K Buy
+677
New +$19.8K ﹤0.01% 437

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthfront's XRX Position: Q4 2016 in Review

Wealthfront sold out of Xerox (XRX) in Q4 2016, closing a stake of 5,243 shares — an estimated $140K sold.

Wealthfront first reported a position in XRX in Q1 2014 and held it in 11 quarters. The position peaked at $149K in Q1 2016. 555 funds tracked by Wall St. Rank hold XRX as of Q4 2016.

  • Wealthfront reported no remaining Xerox position as of Q4 2016 after selling out during the quarter.
  • Wealthfront sold 5,243 Xerox shares in Q4 2016, an estimated $140K.
  • Wealthfront first reported a position in Xerox in Q1 2014 and held it in 11 quarters.
  • Wealthfront's Xerox position peaked at $149K in Q1 2016.
  • 555 funds tracked by Wall St. Rank held Xerox as of Q4 2016.

Based on Wealthfront's 13F filing for Q4 2016, filed 13 Mar 2017.