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Barton Investment Management’s FedEx FDX Stock Holding History

Barton Investment Management’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
2016
Q1 		– Sell
-188
Closed -$28K – 67
2015
Q4 		$28K Buy
+188
New +$29.1K 0.01% 70

Other funds holding FDX

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Barton Investment Management's FDX Position: Q1 2016 in Review

Barton Investment Management sold out of FedEx (FDX) in Q1 2016, closing a stake of 188 shares — an estimated $28K sold.

Barton Investment Management first reported a position in FDX in Q4 2015 and held it in 1 quarter. The position peaked at $28K in Q4 2015. 1,013 funds tracked by Wall St. Rank hold FDX as of Q1 2016.

  • Barton Investment Management reported no remaining FedEx position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 188 FedEx shares in Q1 2016, an estimated $28K.
  • Barton Investment Management first reported a position in FedEx in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's FedEx position peaked at $28K in Q4 2015.
  • 1,013 funds tracked by Wall St. Rank held FedEx as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.