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BTR Capital Management’s FedEx FDX Stock Holding History

BTR Capital 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
2019
Q2 		– Sell
-1,605
Closed -$291K – 174
2019
Q1 		$291K Sell
1,605
-6,971
-81% -$1.23M 0.06% 135
2018
Q4 		$1.38M Sell
8,576
-1,570
-15% -$332K 0.29% 70
2018
Q3 		$2.44M Buy
10,146
+95
+0.9% +$23K 0.42% 49
2018
Q2 		$2.28M Sell
10,051
-70
-0.7% -$17.3K 0.44% 49
2018
Q1 		$2.43M Sell
10,121
-210
-2% -$53.1K 0.49% 45
2017
Q4 		$2.58M Buy
10,331
+109
+1% +$24.9K 0.5% 44
2017
Q3 		$2.31M Sell
10,222
-282
-3% -$60K 0.47% 46
2017
Q2 		$2.28M Buy
10,504
+1,987
+23% +$392K 0.47% 47
2017
Q1 		$1.66M Sell
8,517
-2,535
-23% -$484K 0.35% 57
2016
Q4 		$1.93M Hold
11,052
– – 0.43% 53
2016
Q3 		$1.93M Buy
11,052
+4,810
+77% +$788K 0.43% 53
2016
Q2 		$947K Hold
6,242
– – 0.22% 74
2016
Q1 		$1.02M Sell
6,242
-650
-9% -$90.4K 0.24% 76
2015
Q4 		$1.03M Buy
6,892
+490
+8% +$75.8K 0.23% 80
2015
Q3 		$922K Sell
6,402
-265
-4% -$42.3K 0.22% 82
2015
Q2 		$1.14M Buy
6,667
+52
+0.8% +$9.05K 0.27% 74
2015
Q1 		$1.09M Sell
6,615
-700
-10% -$122K 0.27% 75
2014
Q4 		$1.27M Hold
7,315
– – 0.35% 64
2014
Q3 		$1.18M Sell
7,315
-1,445
-16% -$219K 0.33% 63
2014
Q2 		$1.33M Hold
8,760
– – 0.36% 64
2014
Q1 		$1.16M Sell
8,760
-850
-9% -$115K 0.34% 63
2013
Q4 		$1.38M Buy
9,610
+25
+0.3% +$3.31K 0.39% 61
2013
Q3 		$1.09M Hold
9,585
– – 0.34% 67
2013
Q2 		$945K Buy
+9,585
New +$931K 0.29% 75

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BTR Capital Management's FDX Position: Q2 2019 in Review

BTR Capital Management sold out of FedEx (FDX) in Q2 2019, closing a stake of 1,605 shares — an estimated $291K sold.

BTR Capital Management first reported a position in FDX in Q2 2013 and held it in 24 quarters. The position peaked at $2.58M in Q4 2017. 1,289 funds tracked by Wall St. Rank hold FDX as of Q2 2019.

  • BTR Capital Management reported no remaining FedEx position as of Q2 2019 after selling out during the quarter.
  • BTR Capital Management sold 1,605 FedEx shares in Q2 2019, an estimated $291K.
  • BTR Capital Management first reported a position in FedEx in Q2 2013 and held it in 24 quarters.
  • BTR Capital Management's FedEx position peaked at $2.58M in Q4 2017.
  • 1,289 funds tracked by Wall St. Rank held FedEx as of Q2 2019.

Based on BTR Capital Management's 13F filing for Q2 2019, filed 18 Jul 2019.