Mosaic Family Wealth’s Expeditors International EXPD Stock Holding History

Mosaic Family Wealth’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 Q2	–	Sell	-1,512	Closed	-$115K	–	314
2019 Q1	$115K	Hold	1,512	–	–	0.05%	213
2018 Q4	$103K	Buy	1,512 +17	+1%	+$1.19K	0.04%	224
2018 Q3	$107K	Buy	1,495 +1,105	+283%	+$81.7K	0.04%	214
2018 Q2	$29K	Buy	390 +152	+64%	+$10.6K	0.01%	387
2018 Q1	$15K	Buy	+238	New	+$15.3K	0.01%	476
2017 Q4	–	Sell	-2,536	Closed	-$152K	–	750
2017 Q3	$152K	Hold	2,536	–	–	0.06%	220
2017 Q2	$143K	Buy	2,536 +93	+4%	+$5.12K	0.06%	223
2017 Q1	$138K	Buy	2,443 +49	+2%	+$2.69K	0.06%	222
2016 Q4	$127K	Hold	2,394	–	–	0.06%	230
2016 Q3	$123K	Buy	2,394 +87	+4%	+$4.4K	0.06%	230
2016 Q2	$114K	Buy	2,307 +437	+23%	+$21.2K	0.06%	231
2016 Q1	$91K	Buy	1,870 +653	+54%	+$29.9K	0.04%	258
2015 Q4	$54K	Buy	+1,217	New	+$59K	0.02%	315

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mosaic Family Wealth's EXPD Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Expeditors International (EXPD) in Q2 2019, closing a stake of 1,512 shares — an estimated $115K sold.

Mosaic Family Wealth first reported a position in EXPD in Q4 2015 and held it in 13 quarters. The position peaked at $152K in Q3 2017. 578 funds tracked by Wall St. Rank hold EXPD as of Q2 2019.

Mosaic Family Wealth reported no remaining Expeditors International position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 1,512 Expeditors International shares in Q2 2019, an estimated $115K.
Mosaic Family Wealth first reported a position in Expeditors International in Q4 2015 and held it in 13 quarters.
Mosaic Family Wealth's Expeditors International position peaked at $152K in Q3 2017.
578 funds tracked by Wall St. Rank held Expeditors International as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.