LBA Wealth Management’s FedEx FDX Stock Holding History

LBA Wealth Management’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	$655K	Sell	3,355 -225	-6%	-$43K	0.34%	56
2016 Q4	$667K	Sell	3,580 -73	-2%	-$13.4K	0.37%	50
2016 Q3	$638K	Buy	3,653 +81	+2%	+$13.3K	0.36%	46
2016 Q2	$542K	Buy	3,572 +8	+0.2%	+$1.3K	0.3%	57
2016 Q1	$580K	Sell	3,564 -40	-1%	-$5.56K	0.34%	51
2015 Q4	$537K	Buy	3,604 +300	+9%	+$46.4K	0.31%	58
2015 Q3	$476K	Sell	3,304 -281	-8%	-$44.8K	0.3%	60
2015 Q2	$611K	Hold	3,585	–	–	0.38%	47
2015 Q1	$593K	Sell	3,585 -80	-2%	-$13.9K	0.37%	47
2014 Q4	$636K	Sell	3,665 -975	-21%	-$165K	0.42%	42
2014 Q3	$749K	Buy	4,640 +325	+8%	+$49.4K	0.52%	41
2014 Q2	$653K	Sell	4,315 -150	-3%	-$21K	0.53%	41
2014 Q1	$592K	Sell	4,465 -500	-10%	-$67.9K	0.48%	44
2013 Q4	$714K	Buy	+4,965	New	+$657K	0.59%	43

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LBA Wealth Management's FDX Position: Q1 2017 in Review

LBA Wealth Management reduced its FedEx (FDX) stake by 6.3% in Q1 2017, selling an estimated $43K and leaving 3,355 shares worth $655K. The position accounts for 0.34% of the portfolio, ranked #56.

LBA Wealth Management first reported a position in FDX in Q4 2013 and has held it in 14 quarters since. The position peaked at $749K in Q3 2014. 1,154 funds tracked by Wall St. Rank hold FDX as of Q1 2017.

LBA Wealth Management held 3,355 shares of FedEx worth $655K as of Q1 2017.
LBA Wealth Management sold 225 FedEx shares in Q1 2017, an estimated $43K.
FedEx made up 0.34% of LBA Wealth Management's portfolio in Q1 2017, its #56 holding.
LBA Wealth Management first reported a position in FedEx in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's FedEx position peaked at $749K in Q3 2014.
1,154 funds tracked by Wall St. Rank held FedEx as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.