WAM
XCRA

Wealthspire Advisors (Maryland)’s Xcerra Corporation XCRA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio XCRA Stock Details XCRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-255
Closed -$2K – 2592
2017
Q2 		$2K Buy
+255
New +$2.48K ﹤0.01% 2043

Other funds holding XCRA

NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XCRA Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Xcerra Corporation (XCRA) in Q3 2017, closing a stake of 255 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in XCRA in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 136 funds tracked by Wall St. Rank hold XCRA as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Xcerra Corporation position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 255 Xcerra Corporation shares in Q3 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Xcerra Corporation in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Xcerra Corporation position peaked at $2K in Q2 2017.
  • 136 funds tracked by Wall St. Rank held Xcerra Corporation as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.