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Fusion Family Wealth’s Expeditors International EXPD Stock Holding History

Fusion Family Wealth’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
2017
Q1 		– Sell
-91
Closed -$5K – 353
2016
Q4 		$5K Buy
+91
New +$4.75K ﹤0.01% 305

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fusion Family Wealth's EXPD Position: Q1 2017 in Review

Fusion Family Wealth sold out of Expeditors International (EXPD) in Q1 2017, closing a stake of 91 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in EXPD in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 507 funds tracked by Wall St. Rank hold EXPD as of Q1 2017.

  • Fusion Family Wealth reported no remaining Expeditors International position as of Q1 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 91 Expeditors International shares in Q1 2017, an estimated $5K.
  • Fusion Family Wealth first reported a position in Expeditors International in Q4 2016 and held it in 1 quarter.
  • Fusion Family Wealth's Expeditors International position peaked at $5K in Q4 2016.
  • 507 funds tracked by Wall St. Rank held Expeditors International as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.