Mosaic Family Wealth’s FedEx FDX Stock Holding History

Mosaic Family Wealth’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
2018 Q3	–	Sell	-136	Closed	-$31K	–	657
2018 Q2	$31K	Buy	136 +16	+13%	+$3.96K	0.01%	373
2018 Q1	$29K	Hold	120	–	–	0.01%	375
2017 Q4	$30K	Hold	120	–	–	0.01%	395
2017 Q3	$27K	Buy	+120	New	+$25.5K	0.01%	430
2016 Q1	–	Sell	-24	Closed	-$3K	–	802
2015 Q4	$3K	Buy	+24	New	+$3.71K	﹤0.01%	636

Other funds holding FDX

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

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mosaic Family Wealth's FDX Position: Q3 2018 in Review

Mosaic Family Wealth sold out of FedEx (FDX) in Q3 2018, closing a stake of 136 shares — an estimated $31K sold.

Mosaic Family Wealth first reported a position in FDX in Q4 2015 and held it in 5 quarters. The position peaked at $31K in Q2 2018. 1,426 funds tracked by Wall St. Rank hold FDX as of Q3 2018.

Mosaic Family Wealth reported no remaining FedEx position as of Q3 2018 after selling out during the quarter.
Mosaic Family Wealth sold 136 FedEx shares in Q3 2018, an estimated $31K.
Mosaic Family Wealth first reported a position in FedEx in Q4 2015 and held it in 5 quarters.
Mosaic Family Wealth's FedEx position peaked at $31K in Q2 2018.
1,426 funds tracked by Wall St. Rank held FedEx as of Q3 2018.

Based on Mosaic Family Wealth's 13F filing for Q3 2018, filed 14 Nov 2018.