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Gupta Wealth Management’s Expeditors International EXPD Stock Holding History

Gupta 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
2016
Q1 		– Sell
-23
Closed -$1K – 1187
2015
Q4 		$1K Hold
23
– – ﹤0.01% 1183
2015
Q3 		$1K Hold
23
– – ﹤0.01% 1193
2015
Q2 		$1K Hold
23
– – ﹤0.01% 1193
2015
Q1 		$1K Buy
+23
New +$1.06K ﹤0.01% 1088

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 $79.8B AUM 16.05% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Gupta Wealth Management's EXPD Position: Q1 2016 in Review

Gupta Wealth Management sold out of Expeditors International (EXPD) in Q1 2016, closing a stake of 23 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in EXPD in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q4 2015. 513 funds tracked by Wall St. Rank hold EXPD as of Q1 2016.

  • Gupta Wealth Management reported no remaining Expeditors International position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 23 Expeditors International shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Expeditors International in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Expeditors International position peaked at $1K in Q4 2015.
  • 513 funds tracked by Wall St. Rank held Expeditors International as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.