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Calton & Associates’s Expeditors International EXPD Stock Holding History

Calton & Associates’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
2018
Q2 		– Sell
-3,558
Closed -$225K – 329
2018
Q1 		$225K Hold
3,558
– – 0.07% 307
2017
Q4 		$238K Buy
+3,558
New +$218K 0.06% 297

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Calton & Associates's EXPD Position: Q2 2018 in Review

Calton & Associates sold out of Expeditors International (EXPD) in Q2 2018, closing a stake of 3,558 shares — an estimated $225K sold.

Calton & Associates first reported a position in EXPD in Q4 2017 and held it in 2 quarters. The position peaked at $238K in Q4 2017. 597 funds tracked by Wall St. Rank hold EXPD as of Q2 2018.

  • Calton & Associates reported no remaining Expeditors International position as of Q2 2018 after selling out during the quarter.
  • Calton & Associates sold 3,558 Expeditors International shares in Q2 2018, an estimated $225K.
  • Calton & Associates first reported a position in Expeditors International in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Expeditors International position peaked at $238K in Q4 2017.
  • 597 funds tracked by Wall St. Rank held Expeditors International as of Q2 2018.

Based on Calton & Associates's 13F filing for Q2 2018, filed 10 Aug 2018.