Boston Family Office’s Expeditors International EXPD Stock Holding History

Boston Family Office’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
2015 Q3	–	Sell	-10,375	Closed	-$478K	–	243
2015 Q2	$478K	Buy	10,375 +2,000	+24%	+$94.2K	0.06%	197
2015 Q1	$404K	Hold	8,375	–	–	0.05%	211
2014 Q4	$374K	Hold	8,375	–	–	0.05%	214
2014 Q3	$340K	Hold	8,375	–	–	0.04%	218
2014 Q2	$370K	Sell	8,375 -800	-9%	-$34.4K	0.05%	221
2014 Q1	$364K	Hold	9,175	–	–	0.05%	218
2013 Q4	$406K	Sell	9,175 -4,000	-30%	-$175K	0.05%	204
2013 Q3	$580K	Sell	13,175 -4,252	-24%	-$176K	0.08%	178
2013 Q2	$663K	Buy	+17,427	New	+$653K	0.1%	169

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

AWM

Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Boston Family Office's EXPD Position: Q3 2015 in Review

Boston Family Office sold out of Expeditors International (EXPD) in Q3 2015, closing a stake of 10,375 shares — an estimated $478K sold.

Boston Family Office first reported a position in EXPD in Q2 2013 and held it in 9 quarters. The position peaked at $663K in Q2 2013. 519 funds tracked by Wall St. Rank hold EXPD as of Q3 2015.

Boston Family Office reported no remaining Expeditors International position as of Q3 2015 after selling out during the quarter.
Boston Family Office sold 10,375 Expeditors International shares in Q3 2015, an estimated $478K.
Boston Family Office first reported a position in Expeditors International in Q2 2013 and held it in 9 quarters.
Boston Family Office's Expeditors International position peaked at $663K in Q2 2013.
519 funds tracked by Wall St. Rank held Expeditors International as of Q3 2015.

Based on Boston Family Office's 13F filing for Q3 2015, filed 4 Nov 2015.