WA
XONE

WealthTrust-Arizona’s The ExOne Company XONE Stock Holding History

WealthTrust-Arizona’s Portfolio XONE Stock Details XONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-76
Closed -$2K – 683
2014
Q3 		$2K Hold
76
– – ﹤0.01% 576
2014
Q2 		$3K Hold
76
– – ﹤0.01% 539
2014
Q1 		$3K Buy
76
+16
+27% +$766 ﹤0.01% 549
2013
Q4 		$4K Hold
60
– – ﹤0.01% 515
2013
Q3 		$3K Hold
60
– – ﹤0.01% 511
2013
Q2 		$4K Buy
+60
New +$2.53K 0.01% 466

Other funds holding XONE

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrust-Arizona's XONE Position: Q4 2014 in Review

WealthTrust-Arizona sold out of The ExOne Company (XONE) in Q4 2014, closing a stake of 76 shares — an estimated $2K sold.

WealthTrust-Arizona first reported a position in XONE in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q4 2013. 80 funds tracked by Wall St. Rank hold XONE as of Q4 2014.

  • WealthTrust-Arizona reported no remaining The ExOne Company position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 76 The ExOne Company shares in Q4 2014, an estimated $2K.
  • WealthTrust-Arizona first reported a position in The ExOne Company in Q2 2013 and held it in 6 quarters.
  • WealthTrust-Arizona's The ExOne Company position peaked at $4K in Q4 2013.
  • 80 funds tracked by Wall St. Rank held The ExOne Company as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.