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Bellwether Investment Group’s FedEx FDX Stock Holding History

Bellwether Investment 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
Q2 		– Sell
-244
Closed -$48K – 252
2017
Q1 		$48K Sell
244
-316
-56% -$60.4K 0.13% 154
2016
Q4 		$104K Buy
+560
New +$103K 0.09% 196
2016
Q2 		$56K Buy
+370
New +$60K 0.06% 229

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bellwether Investment Group's FDX Position: Q2 2017 in Review

Bellwether Investment Group sold out of FedEx (FDX) in Q2 2017, closing a stake of 244 shares — an estimated $48K sold.

Bellwether Investment Group first reported a position in FDX in Q2 2016 and held it in 3 quarters. The position peaked at $104K in Q4 2016. 1,186 funds tracked by Wall St. Rank hold FDX as of Q2 2017.

  • Bellwether Investment Group reported no remaining FedEx position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 244 FedEx shares in Q2 2017, an estimated $48K.
  • Bellwether Investment Group first reported a position in FedEx in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's FedEx position peaked at $104K in Q4 2016.
  • 1,186 funds tracked by Wall St. Rank held FedEx as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.