Ancora Family Wealth Advisors’s Expeditors International EXPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$1.09M Buy
21,212
+625
+3% +$31.6K 0.37% 78
2016
Q2
$1.01M Sell
20,587
-15,298
-43% -$743K 0.38% 75
2016
Q1
$1.75M Sell
35,885
-4,875
-12% -$223K 0.71% 45
2015
Q4
$1.84M Sell
40,760
-3,666
-8% -$178K 0.79% 38
2015
Q3
$2.09M Buy
+44,426
New +$2.1M 0.87% 32

Other funds holding EXPD

Ancora Family Wealth Advisors's EXPD Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Expeditors International (EXPD) stake by 3% in Q3 2016, buying an estimated $31.6K and bringing the position to 21,212 shares worth $1.09M. The position accounts for 0.37% of the portfolio, ranked #78.

Ancora Family Wealth Advisors first reported a position in EXPD in Q3 2015 and has held it in 5 quarters since. The position peaked at $2.09M in Q3 2015. 510 funds tracked by Wall St. Rank hold EXPD as of Q3 2016.

  • Ancora Family Wealth Advisors held 21,212 shares of Expeditors International worth $1.09M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 625 Expeditors International shares in Q3 2016, an estimated $31.6K.
  • Expeditors International made up 0.37% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #78 holding.
  • Ancora Family Wealth Advisors first reported a position in Expeditors International in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Expeditors International position peaked at $2.09M in Q3 2015.
  • 510 funds tracked by Wall St. Rank held Expeditors International as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.