Braver Wealth Management’s Expeditors International EXPD Stock Holding History

Braver Wealth Management’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
2016 Q4	$676K	Buy	12,764 +324	+3%	+$16.9K	0.11%	106
2016 Q3	$641K	Sell	12,440 -158	-1%	-$8K	0.11%	99
2016 Q2	$618K	Sell	12,598 -2,200	-15%	-$107K	0.11%	88
2016 Q1	$722K	Buy	+14,798	New	+$678K	0.12%	91

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

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

FMI

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

BFA

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

BIT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Braver Wealth Management's EXPD Position: Q4 2016 in Review

Braver Wealth Management increased its Expeditors International (EXPD) stake by 2.6% in Q4 2016, buying an estimated $16.9K and bringing the position to 12,764 shares worth $676K. The position accounts for 0.11% of the portfolio, ranked #106.

Braver Wealth Management first reported a position in EXPD in Q1 2016 and has held it in 4 quarters since. The position peaked at $722K in Q1 2016. 525 funds tracked by Wall St. Rank hold EXPD as of Q4 2016.

Braver Wealth Management held 12,764 shares of Expeditors International worth $676K as of Q4 2016.
Braver Wealth Management bought 324 Expeditors International shares in Q4 2016, an estimated $16.9K.
Expeditors International made up 0.11% of Braver Wealth Management's portfolio in Q4 2016, its #106 holding.
Braver Wealth Management first reported a position in Expeditors International in Q1 2016 and has held it in 4 quarters since.
Braver Wealth Management's Expeditors International position peaked at $722K in Q1 2016.
525 funds tracked by Wall St. Rank held Expeditors International as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.