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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 $8.55B AUM 29.29% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return