LA
EXPD icon

Lucus Advisors’s Expeditors International EXPD Stock Holding History

Lucus Advisors’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
2016
Q3 		– Sell
-7,120
Closed -$349K – 249
2016
Q2 		$349K Buy
+7,120
New +$346K 0.29% 123

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lucus Advisors's EXPD Position: Q3 2016 in Review

Lucus Advisors sold out of Expeditors International (EXPD) in Q3 2016, closing a stake of 7,120 shares — an estimated $349K sold.

Lucus Advisors first reported a position in EXPD in Q2 2016 and held it in 1 quarter. The position peaked at $349K in Q2 2016. 509 funds tracked by Wall St. Rank hold EXPD as of Q3 2016.

  • Lucus Advisors reported no remaining Expeditors International position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,120 Expeditors International shares in Q3 2016, an estimated $349K.
  • Lucus Advisors first reported a position in Expeditors International in Q2 2016 and held it in 1 quarter.
  • Lucus Advisors's Expeditors International position peaked at $349K in Q2 2016.
  • 509 funds tracked by Wall St. Rank held Expeditors International as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.