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Liberty Wealth Management’s Expeditors International EXPD Stock Holding History

Liberty 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
2019
Q1 		– Sell
-58
Closed -$3K – 761
2018
Q4 		$3K Buy
+58
New +$4.07K ﹤0.01% 627

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's EXPD Position: Q1 2019 in Review

Liberty Wealth Management sold out of Expeditors International (EXPD) in Q1 2019, closing a stake of 58 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in EXPD in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 605 funds tracked by Wall St. Rank hold EXPD as of Q1 2019.

  • Liberty Wealth Management reported no remaining Expeditors International position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 58 Expeditors International shares in Q1 2019, an estimated $3K.
  • Liberty Wealth Management first reported a position in Expeditors International in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's Expeditors International position peaked at $3K in Q4 2018.
  • 605 funds tracked by Wall St. Rank held Expeditors International as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.