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Avantax Planning Partners’s Expeditors International EXPD Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-21
Closed -$2K – 569
2018
Q3 		$2K Buy
+21
New +$1.55K ﹤0.01% 1332
2018
Q2 		– Sell
-54
Closed -$3K – 616
2018
Q1 		$3K Buy
+54
New +$3.47K ﹤0.01% 1506

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's EXPD Position: Q4 2018 in Review

Avantax Planning Partners sold out of Expeditors International (EXPD) in Q4 2018, closing a stake of 21 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in EXPD in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 570 funds tracked by Wall St. Rank hold EXPD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Expeditors International position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 21 Expeditors International shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Expeditors International in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Expeditors International position peaked at $3K in Q1 2018.
  • 570 funds tracked by Wall St. Rank held Expeditors International as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.