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Investors Capital Advisory Services’s FedEx FDX Stock Holding History

Investors Capital Advisory Services’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
2016
Q2 		$226K Buy
1,493
+66
+5% +$10.7K 0.04% 541
2016
Q1 		$231K Sell
1,427
-44
-3% -$6.12K 0.05% 518
2015
Q4 		$218K Sell
1,471
-226
-13% -$35K 0.04% 551
2015
Q3 		$243K Sell
1,697
-135
-7% -$21.5K 0.05% 515
2015
Q2 		$311K Sell
1,832
-649
-26% -$113K 0.06% 459
2015
Q1 		$408K Buy
2,481
+114
+5% +$19.8K 0.08% 359
2014
Q4 		$409K Sell
2,367
-34
-1% -$5.75K 0.08% 350
2014
Q3 		$386K Buy
2,401
+461
+24% +$70K 0.08% 365
2014
Q2 		$292K Buy
1,940
+285
+17% +$39.8K 0.05% 479
2014
Q1 		$218K Sell
1,655
-353
-18% -$47.9K 0.05% 503
2013
Q4 		$287K Buy
+2,008
New +$266K 0.07% 391

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 $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Investors Capital Advisory Services's FDX Position: Q2 2016 in Review

Investors Capital Advisory Services increased its FedEx (FDX) stake by 4.6% in Q2 2016, buying an estimated $10.7K and bringing the position to 1,493 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #541.

Investors Capital Advisory Services first reported a position in FDX in Q4 2013 and has held it in 11 quarters since. The position peaked at $409K in Q4 2014. 1,013 funds tracked by Wall St. Rank hold FDX as of Q2 2016.

  • Investors Capital Advisory Services held 1,493 shares of FedEx worth $226K as of Q2 2016.
  • Investors Capital Advisory Services bought 66 FedEx shares in Q2 2016, an estimated $10.7K.
  • FedEx made up 0.04% of Investors Capital Advisory Services's portfolio in Q2 2016, its #541 holding.
  • Investors Capital Advisory Services first reported a position in FedEx in Q4 2013 and has held it in 11 quarters since.
  • Investors Capital Advisory Services's FedEx position peaked at $409K in Q4 2014.
  • 1,013 funds tracked by Wall St. Rank held FedEx as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.