Concert Wealth Management’s FedEx FDX Stock Holding History

Concert Wealth Management’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
2017 Q3	–	Sell	-2,039	Closed	-$442K	–	65
2017 Q2	$442K	Sell	2,039 -2,628	-56%	-$519K	0.43%	69
2017 Q1	$870K	Buy	4,667 +269	+6%	+$51.4K	0.2%	149
2016 Q4	$820K	Sell	4,398 -176	-4%	-$32.3K	0.18%	169
2016 Q3	$796K	Sell	4,574 -302	-6%	-$49.4K	0.1%	269
2016 Q2	$745K	Buy	4,876 +367	+8%	+$59.5K	0.1%	259
2016 Q1	$730K	Sell	4,509 -64	-1%	-$8.9K	0.1%	261
2015 Q4	$678K	Sell	4,573 -235	-5%	-$36.3K	0.09%	284
2015 Q3	$694K	Buy	4,808 +347	+8%	+$55.4K	0.09%	275
2015 Q2	$763K	Sell	4,461 -212	-5%	-$36.9K	0.1%	268
2015 Q1	$206K	Sell	4,673 -304	-6%	-$52.8K	0.06%	387
2014 Q4	$862K	Sell	4,977 -913	-16%	-$154K	0.13%	206
2014 Q3	$946K	Sell	5,890 -210	-3%	-$31.9K	0.13%	139
2014 Q2	$892K	Sell	6,100 -59	-1%	-$8.24K	0.11%	155
2014 Q1	$815K	Sell	6,159 -456	-7%	-$61.9K	0.1%	173
2013 Q4	$952K	Sell	6,615 -401	-6%	-$53.1K	0.12%	137
2013 Q3	$798K	Buy	7,016 +13	+0.2%	+$1.4K	0.11%	167
2013 Q2	$686K	Buy	+7,003	New	+$680K	0.1%	173

Other funds holding FDX

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

Primecap Management

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

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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return