Winch Advisory Services’s XPO XPO Stock Holding History

Winch Advisory Services’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
2020 Q1	–	Sell	-1,128	Closed	-$31K	–	388
2019 Q4	$31K	Hold	1,128	–	–	0.01%	135
2019 Q3	$28K	Hold	1,128	–	–	0.01%	131
2019 Q2	$23K	Hold	1,128	–	–	0.01%	141
2019 Q1	$21K	Hold	1,128	–	–	0.01%	147
2018 Q4	$22K	Hold	1,128	–	–	0.01%	132
2018 Q3	$45K	Hold	1,128	–	–	0.02%	109
2018 Q2	$39K	Hold	1,128	–	–	0.02%	128
2018 Q1	$40K	Hold	1,128	–	–	0.02%	129
2017 Q4	$36K	Hold	1,128	–	–	0.02%	125
2017 Q3	$26K	Hold	1,128	–	–	0.02%	122
2017 Q2	$25K	Hold	1,128	–	–	0.02%	145
2017 Q1	$19K	Hold	1,128	–	–	0.01%	145
2016 Q4	$17K	Hold	1,128	–	–	0.01%	128
2016 Q3	$14K	Hold	1,128	–	–	0.01%	137
2016 Q2	$10K	Hold	1,128	–	–	0.01%	154
2016 Q1	$12K	Hold	1,128	–	–	0.02%	107
2015 Q4	$11K	Buy	+1,128	New	+$11.2K	0.01%	125

Other funds holding XPO

OAG

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

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

SHIM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Winch Advisory Services's XPO Position: Q1 2020 in Review

Winch Advisory Services sold out of XPO (XPO) in Q1 2020, closing a stake of 1,128 shares — an estimated $31K sold.

Winch Advisory Services first reported a position in XPO in Q4 2015 and held it in 17 quarters. The position peaked at $45K in Q3 2018. 381 funds tracked by Wall St. Rank hold XPO as of Q1 2020.

Winch Advisory Services reported no remaining XPO position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 1,128 XPO shares in Q1 2020, an estimated $31K.
Winch Advisory Services first reported a position in XPO in Q4 2015 and held it in 17 quarters.
Winch Advisory Services's XPO position peaked at $45K in Q3 2018.
381 funds tracked by Wall St. Rank held XPO as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.