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Montrusco Bolton Investments’s FedEx FDX Stock Holding History

Montrusco Bolton Investments’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
2015
Q1 		– Sell
-5,410
Closed -$940K – 95
2014
Q4 		$940K Buy
+5,410
New +$915K 0.07% 63
2014
Q1 		– Sell
-7,020
Closed -$1.01M – 88
2013
Q4 		$1.01M Buy
+7,020
New +$930K 0.07% 68

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Montrusco Bolton Investments's FDX Position: Q1 2015 in Review

Montrusco Bolton Investments sold out of FedEx (FDX) in Q1 2015, closing a stake of 5,410 shares — an estimated $940K sold.

Montrusco Bolton Investments first reported a position in FDX in Q4 2013 and held it in 2 quarters. The position peaked at $1.01M in Q4 2013. 970 funds tracked by Wall St. Rank hold FDX as of Q1 2015.

  • Montrusco Bolton Investments reported no remaining FedEx position as of Q1 2015 after selling out during the quarter.
  • Montrusco Bolton Investments sold 5,410 FedEx shares in Q1 2015, an estimated $940K.
  • Montrusco Bolton Investments first reported a position in FedEx in Q4 2013 and held it in 2 quarters.
  • Montrusco Bolton Investments's FedEx position peaked at $1.01M in Q4 2013.
  • 970 funds tracked by Wall St. Rank held FedEx as of Q1 2015.

Based on Montrusco Bolton Investments's 13F filing for Q1 2015, filed 10 Apr 2015.