Clear Perspective Advisors’s Expeditors International EXPD Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-250	Closed	-$18K	–	235
2018 Q2	$18K	Hold	250	–	–	0.01%	320
2018 Q1	$16K	Hold	250	–	–	0.01%	322
2017 Q4	$16K	Hold	250	–	–	0.01%	308
2017 Q3	$15K	Hold	250	–	–	0.01%	310
2017 Q2	$14K	Hold	250	–	–	0.01%	314
2017 Q1	$14K	Hold	250	–	–	0.01%	293
2016 Q4	$13K	Buy	+250	New	+$13.1K	0.01%	297

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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 New York $19.5B AUM 17.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clear Perspective Advisors's EXPD Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Expeditors International (EXPD) in Q3 2018, closing a stake of 250 shares — an estimated $18K sold.

Clear Perspective Advisors first reported a position in EXPD in Q4 2016 and held it in 7 quarters. The position peaked at $18K in Q2 2018. 577 funds tracked by Wall St. Rank hold EXPD as of Q3 2018.

Clear Perspective Advisors reported no remaining Expeditors International position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 250 Expeditors International shares in Q3 2018, an estimated $18K.
Clear Perspective Advisors first reported a position in Expeditors International in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Expeditors International position peaked at $18K in Q2 2018.
577 funds tracked by Wall St. Rank held Expeditors International as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.