BRWM
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B. Riley Wealth Management’s Expeditors International EXPD Stock Holding History

B. Riley Wealth Management’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
2015
Q3 		– Sell
-600
Closed -$27K – 338
2015
Q2 		$27K Hold
600
– – 0.02% 548
2015
Q1 		$28K Sell
600
-294
-33% -$13.5K 0.02% 531
2014
Q4 		$39K Sell
894
-1,099
-55% -$47.2K 0.03% 435
2014
Q3 		$80K Hold
1,993
– – 0.06% 328
2014
Q2 		$88K Buy
1,993
+1
+0.1% +$43 0.06% 367
2014
Q1 		$79K Buy
+1,992
New +$81.7K 0.06% 358

Other funds holding EXPD

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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

B. Riley Wealth Management's EXPD Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Expeditors International (EXPD) in Q3 2015, closing a stake of 600 shares — an estimated $27K sold.

B. Riley Wealth Management first reported a position in EXPD in Q1 2014 and held it in 6 quarters. The position peaked at $88K in Q2 2014. 519 funds tracked by Wall St. Rank hold EXPD as of Q3 2015.

  • B. Riley Wealth Management reported no remaining Expeditors International position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 600 Expeditors International shares in Q3 2015, an estimated $27K.
  • B. Riley Wealth Management first reported a position in Expeditors International in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Management's Expeditors International position peaked at $88K in Q2 2014.
  • 519 funds tracked by Wall St. Rank held Expeditors International as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.