WA
XRX icon

WFG Advisors’s Xerox XRX Stock Holding History

WFG Advisors’s Portfolio XRX Stock Details XRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$1K Sell
48
-1
-2% -$28 ﹤0.01% 1512
2017
Q1 		$1K Sell
49
-26
-35% -$750 ﹤0.01% 1442
2016
Q4 		$2K Buy
75
+31
+70% +$772 ﹤0.01% 1428
2016
Q3 		$1K Hold
44
– – ﹤0.01% 1514
2016
Q2 		$1K Hold
44
– – ﹤0.01% 1506
2016
Q1 		$1K Hold
44
– – ﹤0.01% 1467
2015
Q4 		$1K Hold
44
– – ﹤0.01% 1503
2015
Q3 		$1K Hold
44
– – ﹤0.01% 1536
2015
Q2 		$1K Hold
44
– – ﹤0.01% 1600
2015
Q1 		$1K Sell
44
-105
-70% -$3.71K ﹤0.01% 1675
2014
Q4 		$5K Hold
149
– – ﹤0.01% 1654
2014
Q3 		$5K Hold
149
– – ﹤0.01% 1683
2014
Q2 		$5K Hold
149
– – ﹤0.01% 1667
2014
Q1 		$4K Sell
149
-164
-52% -$4.8K ﹤0.01% 1693
2013
Q4 		$10K Buy
313
+1
+0.3% +$29 ﹤0.01% 1586
2013
Q3 		$8K Hold
312
– – ﹤0.01% 1608
2013
Q2 		$7K Buy
+312
New +$7.29K ﹤0.01% 1580

Other funds holding XRX

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return