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IHT Wealth Management’s Expeditors International EXPD Stock Holding History

IHT 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
2018
Q2 		– Sell
-161
Closed -$10K – 727
2018
Q1 		$10K Buy
161
+76
+89% +$4.88K ﹤0.01% 1184
2017
Q4 		$6K Hold
85
– – ﹤0.01% 1292
2017
Q3 		$5K Buy
+85
New +$4.87K ﹤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 $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IHT Wealth Management's EXPD Position: Q2 2018 in Review

IHT Wealth Management sold out of Expeditors International (EXPD) in Q2 2018, closing a stake of 161 shares — an estimated $10K sold.

IHT Wealth Management first reported a position in EXPD in Q3 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 597 funds tracked by Wall St. Rank hold EXPD as of Q2 2018.

  • IHT Wealth Management reported no remaining Expeditors International position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 161 Expeditors International shares in Q2 2018, an estimated $10K.
  • IHT Wealth Management first reported a position in Expeditors International in Q3 2017 and held it in 3 quarters.
  • IHT Wealth Management's Expeditors International position peaked at $10K in Q1 2018.
  • 597 funds tracked by Wall St. Rank held Expeditors International as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.