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Chessman Wealth Strategies RIA’s Expeditors International EXPD Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-50
Closed -$4K – 69
2018
Q3 		$4K Buy
+50
New +$3.69K ﹤0.01% 160

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 $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's EXPD Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Expeditors International (EXPD) in Q4 2018, closing a stake of 50 shares — an estimated $4K sold.

Chessman Wealth Strategies RIA first reported a position in EXPD in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 570 funds tracked by Wall St. Rank hold EXPD as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Expeditors International position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 50 Expeditors International shares in Q4 2018, an estimated $4K.
  • Chessman Wealth Strategies RIA first reported a position in Expeditors International in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Expeditors International position peaked at $4K in Q3 2018.
  • 570 funds tracked by Wall St. Rank held Expeditors International as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.