Constellation Wealth Advisors’s FedEx FDX Stock Holding History

Constellation Wealth 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
2015 Q3	–	Sell	-11,235	Closed	-$1.91M	–	110
2015 Q2	$1.91M	Sell	11,235 -6,510	-37%	-$1.13M	0.16%	91
2015 Q1	$2.94M	Sell	17,745 -1,475	-8%	-$256K	0.26%	74
2014 Q4	$3.34M	Buy	19,220 +1,030	+6%	+$174K	0.28%	64
2014 Q3	$2.94M	Buy	18,190 +2,865	+19%	+$435K	0.27%	66
2014 Q2	$2.32M	Buy	15,325 +300	+2%	+$41.9K	0.26%	76
2014 Q1	$1.99M	Buy	15,025 +260	+2%	+$35.3K	0.19%	103
2013 Q4	$2.12M	Buy	14,765 +175	+1%	+$23.2K	0.2%	105
2013 Q3	$1.67M	Buy	+14,590	New	+$1.57M	0.19%	107

Other funds holding FDX

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

Primecap Management Pasadena, California $127B AUM 44.11% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

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

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

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

Constellation Wealth Advisors's FDX Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of FedEx (FDX) in Q3 2015, closing a stake of 11,235 shares — an estimated $1.91M sold.

Constellation Wealth Advisors first reported a position in FDX in Q3 2013 and held it in 8 quarters. The position peaked at $3.34M in Q4 2014. 968 funds tracked by Wall St. Rank hold FDX as of Q3 2015.

Constellation Wealth Advisors reported no remaining FedEx position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 11,235 FedEx shares in Q3 2015, an estimated $1.91M.
Constellation Wealth Advisors first reported a position in FedEx in Q3 2013 and held it in 8 quarters.
Constellation Wealth Advisors's FedEx position peaked at $3.34M in Q4 2014.
968 funds tracked by Wall St. Rank held FedEx as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.