Welch Group’s XPO XPO Stock Holding History

Welch Group’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-15,035	Closed	-$160K	–	139
2016 Q1	$160K	Hold	15,035	–	–	0.03%	121
2015 Q4	$142K	Hold	15,035	–	–	0.03%	128
2015 Q3	$124K	Hold	15,035	–	–	0.02%	131
2015 Q2	$235K	Hold	15,035	–	–	0.04%	94
2015 Q1	$236K	Buy	15,035 +6,939	+86%	+$101K	0.04%	94
2014 Q4	$114K	Buy	+8,096	New	+$107K	0.02%	138
2014 Q3	–	Sell	-28,914	Closed	-$286K	–	146
2014 Q2	$286K	Buy	+28,914	New	+$264K	0.06%	79

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Welch Group's XPO Position: Q2 2016 in Review

Welch Group sold out of XPO (XPO) in Q2 2016, closing a stake of 15,035 shares — an estimated $160K sold.

Welch Group first reported a position in XPO in Q2 2014 and held it in 7 quarters. The position peaked at $286K in Q2 2014. 182 funds tracked by Wall St. Rank hold XPO as of Q2 2016.

Welch Group reported no remaining XPO position as of Q2 2016 after selling out during the quarter.
Welch Group sold 15,035 XPO shares in Q2 2016, an estimated $160K.
Welch Group first reported a position in XPO in Q2 2014 and held it in 7 quarters.
Welch Group's XPO position peaked at $286K in Q2 2014.
182 funds tracked by Wall St. Rank held XPO as of Q2 2016.

Based on Welch Group's 13F filing for Q2 2016, filed 28 Jul 2016.