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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return