Mogy Joel R Investment Counsel’s Expeditors International EXPD Stock Holding History

Mogy Joel R Investment Counsel’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
2015 Q1	–	Sell	-5,400	Closed	-$241K	–	145
2014 Q4	$241K	Sell	5,400 -9,200	-63%	-$395K	0.05%	138
2014 Q3	$592K	Sell	14,600 -300	-2%	-$12.8K	0.12%	99
2014 Q2	$658K	Sell	14,900 -200	-1%	-$8.6K	0.13%	93
2014 Q1	$598K	Hold	15,100	–	–	0.12%	97
2013 Q4	$668K	Sell	15,100 -2,000	-12%	-$87.3K	0.14%	91
2013 Q3	$753K	Buy	17,100 +200	+1%	+$8.3K	0.17%	85
2013 Q2	$643K	Buy	+16,900	New	+$633K	0.16%	89

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

AWM

Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mogy Joel R Investment Counsel's EXPD Position: Q1 2015 in Review

Mogy Joel R Investment Counsel sold out of Expeditors International (EXPD) in Q1 2015, closing a stake of 5,400 shares — an estimated $241K sold.

Mogy Joel R Investment Counsel first reported a position in EXPD in Q2 2013 and held it in 7 quarters. The position peaked at $753K in Q3 2013. 487 funds tracked by Wall St. Rank hold EXPD as of Q1 2015.

Mogy Joel R Investment Counsel reported no remaining Expeditors International position as of Q1 2015 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 5,400 Expeditors International shares in Q1 2015, an estimated $241K.
Mogy Joel R Investment Counsel first reported a position in Expeditors International in Q2 2013 and held it in 7 quarters.
Mogy Joel R Investment Counsel's Expeditors International position peaked at $753K in Q3 2013.
487 funds tracked by Wall St. Rank held Expeditors International as of Q1 2015.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2015, filed 15 May 2015.