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Barrington Strategic Wealth Management Group’s FedEx FDX Stock Holding History

Barrington Strategic Wealth Management Group’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$1.38M Sell
6,098
-55
-0.9% -$11.7K 0.69% 37
2017
Q2 		$1.34M Sell
6,153
-230
-4% -$45.4K 0.68% 39
2017
Q1 		$1.25M Sell
6,383
-125
-2% -$23.9K 0.65% 44
2016
Q4 		$1.21M Sell
6,508
-125
-2% -$22.9K 0.65% 47
2016
Q3 		$1.16M Sell
6,633
-145
-2% -$23.7K 0.65% 45
2016
Q2 		$1.03M Sell
6,778
-155
-2% -$25.1K 0.59% 48
2016
Q1 		$1.13M Sell
6,933
-70
-1% -$9.74K 0.65% 44
2015
Q4 		$1.04M Buy
7,003
+1,372
+24% +$212K 0.61% 44
2015
Q3 		$811K Buy
5,631
+198
+4% +$31.6K 0.52% 58
2015
Q2 		$926K Buy
5,433
+100
+2% +$17.4K 0.56% 59
2015
Q1 		$882K Buy
5,333
+70
+1% +$12.2K 0.54% 61
2014
Q4 		$914K Buy
5,263
+120
+2% +$20.3K 0.58% 58
2014
Q3 		$830K Sell
5,143
-219
-4% -$33.3K 0.54% 59
2014
Q2 		$812K Sell
5,362
-57
-1% -$7.96K 0.52% 63
2014
Q1 		$718K Buy
5,419
+283
+6% +$38.4K 0.47% 65
2013
Q4 		$738K Sell
5,136
-1,035
-17% -$137K 0.49% 61
2013
Q3 		$704K Buy
6,171
+125
+2% +$13.5K 0.62% 52
2013
Q2 		$596K Buy
+6,046
New +$587K 0.49% 62

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrington Strategic Wealth Management Group's FDX Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its FedEx (FDX) stake by 0.89% in Q3 2017, selling an estimated $11.7K and leaving 6,098 shares worth $1.38M. The position accounts for 0.69% of the portfolio, ranked #37.

Barrington Strategic Wealth Management Group first reported a position in FDX in Q2 2013 and has held it in 18 quarters since. 1,226 funds tracked by Wall St. Rank hold FDX as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 6,098 shares of FedEx worth $1.38M as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 55 FedEx shares in Q3 2017, an estimated $11.7K.
  • FedEx made up 0.69% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #37 holding.
  • Barrington Strategic Wealth Management Group first reported a position in FedEx in Q2 2013 and has held it in 18 quarters since.
  • 1,226 funds tracked by Wall St. Rank held FedEx as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.