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

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's XRX Position: Q2 2017 in Review

WFG Advisors reduced its Xerox (XRX) stake by 2% in Q2 2017, selling an estimated $28 and leaving 48 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

WFG Advisors first reported a position in XRX in Q2 2013 and has held it in 17 quarters since. The position peaked at $10K in Q4 2013. 459 funds tracked by Wall St. Rank hold XRX as of Q2 2017.

WFG Advisors held 48 shares of Xerox worth $1K as of Q2 2017.
WFG Advisors sold 1 Xerox share in Q2 2017, an estimated $28.
Xerox made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1512 holding.
WFG Advisors first reported a position in Xerox in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Xerox position peaked at $10K in Q4 2013.
459 funds tracked by Wall St. Rank held Xerox as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.