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Advisory Research’s Expeditors International EXPD Stock Holding History

Advisory Research’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,742
Closed -$69K – 443
2014
Q1 		$69K Buy
+1,742
New +$71.4K ﹤0.01% 558

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Advisory Research's EXPD Position: Q2 2014 in Review

Advisory Research sold out of Expeditors International (EXPD) in Q2 2014, closing a stake of 1,742 shares — an estimated $69K sold.

Advisory Research first reported a position in EXPD in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 479 funds tracked by Wall St. Rank hold EXPD as of Q2 2014.

  • Advisory Research reported no remaining Expeditors International position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 1,742 Expeditors International shares in Q2 2014, an estimated $69K.
  • Advisory Research first reported a position in Expeditors International in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Expeditors International position peaked at $69K in Q1 2014.
  • 479 funds tracked by Wall St. Rank held Expeditors International as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.