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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Archford Capital Strategies's EXPO Position: Q3 2018 in Review

Archford Capital Strategies sold out of Exponent (EXPO) in Q3 2018, closing a stake of 100 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in EXPO in Q2 2014 and held it in 13 quarters. The position peaked at $6K in Q2 2016. 227 funds tracked by Wall St. Rank hold EXPO as of Q3 2018.

Archford Capital Strategies reported no remaining Exponent position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 100 Exponent shares in Q3 2018, an estimated $5K.
Archford Capital Strategies first reported a position in Exponent in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Exponent position peaked at $6K in Q2 2016.
227 funds tracked by Wall St. Rank held Exponent as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.