ACS
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Archford Capital Strategies’s Exponent EXPO Stock Holding History

Archford Capital Strategies’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$5K – 574
2018
Q2 		$5K Hold
100
– – ﹤0.01% 466
2018
Q1 		$4K Buy
+100
New +$3.78K ﹤0.01% 413
2017
Q2 		– Sell
-100
Closed -$3K – 330
2017
Q1 		$3K Hold
100
– – ﹤0.01% 538
2016
Q4 		$3K Hold
100
– – ﹤0.01% 457
2016
Q3 		$2K Sell
100
-100
-50% -$2.61K ﹤0.01% 525
2016
Q2 		$6K Buy
+200
New +$5.2K ﹤0.01% 445
2016
Q1 		– Sell
-200
Closed -$6K – 317
2015
Q4 		$6K Sell
200
-88
-31% -$2.23K ﹤0.01% 518
2015
Q3 		$6K Buy
288
+144
+100% +$3.17K ﹤0.01% 397
2015
Q2 		$3K Hold
144
– – ﹤0.01% 427
2015
Q1 		$3.2K Hold
144
– – ﹤0.01% 436
2014
Q4 		$3K Hold
144
– – ﹤0.01% 435
2014
Q3 		$3K Buy
144
+32
+29% +$588 ﹤0.01% 438
2014
Q2 		$2.08K Buy
+112
New +$2K ﹤0.01% 681

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return