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Financial Advantage’s Exponent EXPO Stock Holding History

Financial Advantage’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,792
Closed -$68K – 234
2013
Q3 		$68K Buy
+3,792
New +$63.2K 0.06% 55

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Advantage's EXPO Position: Q4 2013 in Review

Financial Advantage sold out of Exponent (EXPO) in Q4 2013, closing a stake of 3,792 shares — an estimated $68K sold.

Financial Advantage first reported a position in EXPO in Q3 2013 and held it in 1 quarter. The position peaked at $68K in Q3 2013. 136 funds tracked by Wall St. Rank hold EXPO as of Q4 2013.

  • Financial Advantage reported no remaining Exponent position as of Q4 2013 after selling out during the quarter.
  • Financial Advantage sold 3,792 Exponent shares in Q4 2013, an estimated $68K.
  • Financial Advantage first reported a position in Exponent in Q3 2013 and held it in 1 quarter.
  • Financial Advantage's Exponent position peaked at $68K in Q3 2013.
  • 136 funds tracked by Wall St. Rank held Exponent as of Q4 2013.

Based on Financial Advantage's 13F filing for Q4 2013, filed 12 Feb 2014.