Fusion Family Wealth’s FedEx FDX Stock Holding History

Fusion Family Wealth’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
2017 Q1	–	Sell	-62	Closed	-$12K	–	355
2016 Q4	$12K	Buy	+62	New	+$11.4K	0.01%	231

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fusion Family Wealth sold out of FedEx (FDX) in Q1 2017, closing a stake of 62 shares — an estimated $12K sold.

Fusion Family Wealth first reported a position in FDX in Q4 2016 and held it in 1 quarter. The position peaked at $12K in Q4 2016. 1,154 funds tracked by Wall St. Rank hold FDX as of Q1 2017.

Fusion Family Wealth reported no remaining FedEx position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 62 FedEx shares in Q1 2017, an estimated $12K.
Fusion Family Wealth first reported a position in FedEx in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's FedEx position peaked at $12K in Q4 2016.
1,154 funds tracked by Wall St. Rank held FedEx as of Q1 2017.

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