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Cornerstone Wealth Management’s Expeditors International EXPD Stock Holding History

Cornerstone Wealth Management’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
-29,445
Closed -$491K – 594
2018
Q3 		$491K Sell
29,445
-1,022
-3% -$75.5K 0.01% 930
2018
Q2 		$415K Buy
+30,467
New +$2.13M ﹤0.01% 1064

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

Cornerstone Wealth Management's EXPD Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Expeditors International (EXPD) in Q4 2018, closing a stake of 29,445 shares — an estimated $491K sold.

Cornerstone Wealth Management first reported a position in EXPD in Q2 2018 and held it in 2 quarters. The position peaked at $491K in Q3 2018. 570 funds tracked by Wall St. Rank hold EXPD as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Expeditors International position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 29,445 Expeditors International shares in Q4 2018, an estimated $491K.
  • Cornerstone Wealth Management first reported a position in Expeditors International in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Expeditors International position peaked at $491K in Q3 2018.
  • 570 funds tracked by Wall St. Rank held Expeditors International as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.