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Birch Hill Investment Advisors’s Expeditors International EXPD Stock Holding History

Birch Hill Investment 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
Q2 		– Sell
-9,100
Closed -$361K – 136
2014
Q1 		$361K Sell
9,100
-127,955
-93% -$5.25M 0.04% 107
2013
Q4 		$6.07M Sell
137,055
-83,000
-38% -$3.62M 0.65% 40
2013
Q3 		$9.7M Sell
220,055
-34,950
-14% -$1.45M 1.15% 29
2013
Q2 		$9.7M Buy
+255,005
New +$9.55M 1.22% 29

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Birch Hill Investment Advisors's EXPD Position: Q2 2014 in Review

Birch Hill Investment Advisors sold out of Expeditors International (EXPD) in Q2 2014, closing a stake of 9,100 shares — an estimated $361K sold.

Birch Hill Investment Advisors first reported a position in EXPD in Q2 2013 and held it in 4 quarters. The position peaked at $9.7M in Q2 2013. 479 funds tracked by Wall St. Rank hold EXPD as of Q2 2014.

  • Birch Hill Investment Advisors reported no remaining Expeditors International position as of Q2 2014 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 9,100 Expeditors International shares in Q2 2014, an estimated $361K.
  • Birch Hill Investment Advisors first reported a position in Expeditors International in Q2 2013 and held it in 4 quarters.
  • Birch Hill Investment Advisors's Expeditors International position peaked at $9.7M in Q2 2013.
  • 479 funds tracked by Wall St. Rank held Expeditors International as of Q2 2014.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.