Capstone Financial Advisors’s FedEx FDX Stock Holding History

Capstone Financial Advisors’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 Q4	–	Sell	-1,704	Closed	-$248K	–	110
2019 Q3	$248K	Buy	+1,704	New	+$275K	0.04%	73
2018 Q4	–	Sell	-907	Closed	-$218K	–	93
2018 Q3	$218K	Buy	907 +1	+0.1%	+$242	0.05%	72
2018 Q2	$206K	Sell	906 -34	-4%	-$8.42K	0.06%	74
2018 Q1	$226K	Sell	940 -136	-13%	-$34.4K	0.07%	70
2017 Q4	$268K	Sell	1,076 -29	-3%	-$6.63K	0.1%	58
2017 Q3	$249K	Buy	+1,105	New	+$235K	0.11%	59

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capstone Financial Advisors's FDX Position: Q4 2019 in Review

Capstone Financial Advisors sold out of FedEx (FDX) in Q4 2019, closing a stake of 1,704 shares — an estimated $248K sold.

Capstone Financial Advisors first reported a position in FDX in Q3 2017 and held it in 6 quarters. The position peaked at $268K in Q4 2017. 1,274 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

Capstone Financial Advisors reported no remaining FedEx position as of Q4 2019 after selling out during the quarter.
Capstone Financial Advisors sold 1,704 FedEx shares in Q4 2019, an estimated $248K.
Capstone Financial Advisors first reported a position in FedEx in Q3 2017 and held it in 6 quarters.
Capstone Financial Advisors's FedEx position peaked at $268K in Q4 2017.
1,274 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Capstone Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.