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Independent Portfolio Consultants’s FedEx FDX Stock Holding History

Independent Portfolio Consultants’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
-6
Closed -$1K – 840
2016
Q4 		$1K Buy
+6
New +$1.1K ﹤0.01% 767
2015
Q2 		– Sell
-28
Closed -$5K – 921
2015
Q1 		$5K Buy
+28
New +$4.86K ﹤0.01% 768

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Independent Portfolio Consultants's FDX Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of FedEx (FDX) in Q1 2017, closing a stake of 6 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in FDX in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 1,155 funds tracked by Wall St. Rank hold FDX as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining FedEx position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 6 FedEx shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in FedEx in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's FedEx position peaked at $5K in Q1 2015.
  • 1,155 funds tracked by Wall St. Rank held FedEx as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.