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Financial Architects (New Jersey)’s Expeditors International EXPD Stock Holding History

Financial Architects (New Jersey)’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
2015
Q3 		– Sell
-16
Closed -$1K – 447
2015
Q2 		$1K Buy
+16
New +$753 ﹤0.01% 1153
2013
Q4 		– Sell
-37
Closed -$2K – 293
2013
Q3 		$2K Buy
+37
New +$1.53K ﹤0.01% 686

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FMI
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State Street
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Financial Architects (New Jersey)'s EXPD Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of Expeditors International (EXPD) in Q3 2015, closing a stake of 16 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in EXPD in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 519 funds tracked by Wall St. Rank hold EXPD as of Q3 2015.

  • Financial Architects (New Jersey) reported no remaining Expeditors International position as of Q3 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 16 Expeditors International shares in Q3 2015, an estimated $1K.
  • Financial Architects (New Jersey) first reported a position in Expeditors International in Q3 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Expeditors International position peaked at $2K in Q3 2013.
  • 519 funds tracked by Wall St. Rank held Expeditors International as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.