CWM
FDX icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Concert Wealth Management's FDX Position: Q3 2017 in Review

Concert Wealth Management sold out of FedEx (FDX) in Q3 2017, closing a stake of 2,039 shares — an estimated $442K sold.

Concert Wealth Management first reported a position in FDX in Q2 2013 and held it in 17 quarters. The position peaked at $952K in Q4 2013. 1,227 funds tracked by Wall St. Rank hold FDX as of Q3 2017.

  • Concert Wealth Management reported no remaining FedEx position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,039 FedEx shares in Q3 2017, an estimated $442K.
  • Concert Wealth Management first reported a position in FedEx in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's FedEx position peaked at $952K in Q4 2013.
  • 1,227 funds tracked by Wall St. Rank held FedEx as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.