CapWealth Advisors’s FedEx FDX Stock Holding History

CapWealth 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
2018 Q4	–	Sell	-4,549	Closed	-$1.09M	–	100
2018 Q3	$1.09M	Sell	4,549 -1,105	-20%	-$268K	0.18%	64
2018 Q2	$1.28M	Sell	5,654 -3,416	-38%	-$846K	0.23%	60
2018 Q1	$2.18M	Sell	9,070 -18,770	-67%	-$4.75M	0.42%	48
2017 Q4	$6.95M	Buy	+27,840	New	+$6.37M	1.25%	30
2014 Q1	–	Sell	-608	Closed	-$87K	–	368
2013 Q4	$87K	Hold	608	–	–	0.02%	117
2013 Q3	$69K	Hold	608	–	–	0.02%	128
2013 Q2	$60K	Buy	+608	New	+$59K	0.02%	136

Other funds holding FDX

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

CapWealth Advisors's FDX Position: Q4 2018 in Review

CapWealth Advisors sold out of FedEx (FDX) in Q4 2018, closing a stake of 4,549 shares — an estimated $1.09M sold.

CapWealth Advisors first reported a position in FDX in Q2 2013 and held it in 7 quarters. The position peaked at $6.95M in Q4 2017. 1,378 funds tracked by Wall St. Rank hold FDX as of Q4 2018.

CapWealth Advisors reported no remaining FedEx position as of Q4 2018 after selling out during the quarter.
CapWealth Advisors sold 4,549 FedEx shares in Q4 2018, an estimated $1.09M.
CapWealth Advisors first reported a position in FedEx in Q2 2013 and held it in 7 quarters.
CapWealth Advisors's FedEx position peaked at $6.95M in Q4 2017.
1,378 funds tracked by Wall St. Rank held FedEx as of Q4 2018.

Based on CapWealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.