Wealthspire Advisors (Maryland)’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio USX Stock Details USX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-229	Closed	-$1K	–	2623
2018 Q4	$1K	Sell	229 -445	-66%	-$3.74K	﹤0.01%	2365
2018 Q3	$9K	Buy	+674	New	+$9.79K	﹤0.01%	1582

Other funds holding USX

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s USX Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2019, closing a stake of 229 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in USX in Q3 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 89 funds tracked by Wall St. Rank hold USX as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 229 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q3 2018 and held it in 2 quarters.
Wealthspire Advisors (Maryland)'s U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $9K in Q3 2018.
89 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.