Lyons Wealth Management’s Expeditors International EXPD Stock Holding History

Lyons 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
2017 Q3	–	Sell	-16,892	Closed	-$955K	–	56
2017 Q2	$955K	Buy	16,892 +416	+3%	+$22.9K	1.34%	14
2017 Q1	$929K	Buy	16,476 +644	+4%	+$35.3K	0.98%	13
2016 Q4	$838K	Sell	15,832 -1,014	-6%	-$53K	1.14%	19
2016 Q3	$867K	Sell	16,846 -502	-3%	-$25.4K	1.2%	15
2016 Q2	$849K	Sell	17,348 -1,654	-9%	-$80.3K	1.28%	13
2016 Q1	$930K	Buy	19,002 +1,255	+7%	+$57.5K	1.34%	14
2015 Q4	$800K	Buy	+17,747	New	+$860K	1.02%	26
2014 Q2	–	Sell	-11,700	Closed	-$463K	–	85
2014 Q1	$463K	Buy	+11,700	New	+$480K	0.4%	40

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Lyons Wealth Management's EXPD Position: Q3 2017 in Review

Lyons Wealth Management sold out of Expeditors International (EXPD) in Q3 2017, closing a stake of 16,892 shares — an estimated $955K sold.

Lyons Wealth Management first reported a position in EXPD in Q1 2014 and held it in 8 quarters. The position peaked at $955K in Q2 2017. 501 funds tracked by Wall St. Rank hold EXPD as of Q3 2017.

Lyons Wealth Management reported no remaining Expeditors International position as of Q3 2017 after selling out during the quarter.
Lyons Wealth Management sold 16,892 Expeditors International shares in Q3 2017, an estimated $955K.
Lyons Wealth Management first reported a position in Expeditors International in Q1 2014 and held it in 8 quarters.
Lyons Wealth Management's Expeditors International position peaked at $955K in Q2 2017.
501 funds tracked by Wall St. Rank held Expeditors International as of Q3 2017.

Based on Lyons Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.