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Winslow Evans & Crocker’s XPO XPO Stock Holding History

Winslow Evans & Crocker’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
2018
Q2 		– Sell
-2,891
Closed -$102K – 1175
2018
Q1 		$102K Buy
+2,891
New +$96.4K 0.03% 354
2017
Q3 		– Sell
-23,854
Closed -$505K – 1260
2017
Q2 		$505K Buy
23,854
+9,831
+70% +$184K 0.14% 169
2017
Q1 		$232K Buy
+14,023
New +$229K 0.07% 277

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Winslow Evans & Crocker's XPO Position: Q2 2018 in Review

Winslow Evans & Crocker sold out of XPO (XPO) in Q2 2018, closing a stake of 2,891 shares — an estimated $102K sold.

Winslow Evans & Crocker first reported a position in XPO in Q1 2017 and held it in 3 quarters. The position peaked at $505K in Q2 2017. 496 funds tracked by Wall St. Rank hold XPO as of Q2 2018.

  • Winslow Evans & Crocker reported no remaining XPO position as of Q2 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 2,891 XPO shares in Q2 2018, an estimated $102K.
  • Winslow Evans & Crocker first reported a position in XPO in Q1 2017 and held it in 3 quarters.
  • Winslow Evans & Crocker's XPO position peaked at $505K in Q2 2017.
  • 496 funds tracked by Wall St. Rank held XPO as of Q2 2018.

Based on Winslow Evans & Crocker's 13F filing for Q2 2018, filed 17 Jul 2018.