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Howe & Rusling’s Exponent EXPO Stock Holding History

Howe & Rusling’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
2015
Q2 		– Sell
-60
Closed -$1K – 1073
2015
Q1 		$1K Buy
+60
New +$1.28K ﹤0.01% 856
2014
Q2 		– Sell
-1,952
Closed -$37K – 865
2014
Q1 		$37K Buy
+1,952
New +$36K 0.01% 368
2013
Q4 		– Sell
-2,040
Closed -$36K – 837
2013
Q3 		$36K Sell
2,040
-112
-5% -$1.87K 0.01% 380
2013
Q2 		$32K Buy
+2,152
New +$29.5K 0.01% 411

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $846B AUM 46.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Howe & Rusling's EXPO Position: Q2 2015 in Review

Howe & Rusling sold out of Exponent (EXPO) in Q2 2015, closing a stake of 60 shares — an estimated $1K sold.

Howe & Rusling first reported a position in EXPO in Q2 2013 and held it in 4 quarters. The position peaked at $37K in Q1 2014. 156 funds tracked by Wall St. Rank hold EXPO as of Q2 2015.

  • Howe & Rusling reported no remaining Exponent position as of Q2 2015 after selling out during the quarter.
  • Howe & Rusling sold 60 Exponent shares in Q2 2015, an estimated $1K.
  • Howe & Rusling first reported a position in Exponent in Q2 2013 and held it in 4 quarters.
  • Howe & Rusling's Exponent position peaked at $37K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held Exponent as of Q2 2015.

Based on Howe & Rusling's 13F filing for Q2 2015, filed 22 Jul 2015.