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Baltimore-Washington Financial Advisors’s Expeditors International EXPD Stock Holding History

Baltimore-Washington Financial Advisors’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
2014
Q3 		– Sell
-5,000
Closed -$221K – 304
2014
Q2 		$221K Buy
+5,000
New +$215K 0.07% 106
2014
Q1 		– Sell
-5,000
Closed -$221K – 248
2013
Q4 		$221K Buy
+5,000
New +$218K 0.07% 104

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Baltimore-Washington Financial Advisors's EXPD Position: Q3 2014 in Review

Baltimore-Washington Financial Advisors sold out of Expeditors International (EXPD) in Q3 2014, closing a stake of 5,000 shares — an estimated $221K sold.

Baltimore-Washington Financial Advisors first reported a position in EXPD in Q4 2013 and held it in 2 quarters. The position peaked at $221K in Q2 2014. 460 funds tracked by Wall St. Rank hold EXPD as of Q3 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Expeditors International position as of Q3 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 5,000 Expeditors International shares in Q3 2014, an estimated $221K.
  • Baltimore-Washington Financial Advisors first reported a position in Expeditors International in Q4 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Expeditors International position peaked at $221K in Q2 2014.
  • 460 funds tracked by Wall St. Rank held Expeditors International as of Q3 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.