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Kelman-Lazarov Inc’s Expeditors International EXPD Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-400
Closed -$21.2K – 147
2016
Q4 		$21.2K Hold
400
– – 0.01% 217
2016
Q3 		$20.7K Hold
400
– – 0.01% 248
2016
Q2 		$19.9K Hold
400
– – 0.01% 240
2016
Q1 		$20K Buy
+400
New +$18.3K 0.01% 247

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kelman-Lazarov Inc's EXPD Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Expeditors International (EXPD) in Q1 2017, closing a stake of 400 shares — an estimated $21.2K sold.

Kelman-Lazarov Inc first reported a position in EXPD in Q1 2016 and held it in 4 quarters. The position peaked at $21.2K in Q4 2016. 507 funds tracked by Wall St. Rank hold EXPD as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Expeditors International position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 Expeditors International shares in Q1 2017, an estimated $21.2K.
  • Kelman-Lazarov Inc first reported a position in Expeditors International in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Expeditors International position peaked at $21.2K in Q4 2016.
  • 507 funds tracked by Wall St. Rank held Expeditors International as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.