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	$236	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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

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