Nelson Capital Management’s Expeditors International EXPD Stock Holding History

Nelson Capital 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	-110	Closed	-$5K	–	253
2017 Q2	$5K	Buy	+110	New	+$6.05K	﹤0.01%	236
2015 Q1	–	Sell	-194	Closed	-$9K	–	282
2014 Q4	$9K	Hold	194	–	–	﹤0.01%	234
2014 Q3	$8K	Buy	194 +134	+223%	+$5.71K	﹤0.01%	250
2014 Q2	$3K	Hold	60	–	–	﹤0.01%	281
2014 Q1	$2K	Sell	60 -72,968	-100%	-$2.99M	﹤0.01%	245
2013 Q4	$3.23M	Sell	73,028 -2,517	-3%	-$110K	1.44%	34
2013 Q3	$3.33M	Buy	75,545 +1,235	+2%	+$51.2K	1.59%	31
2013 Q2	$2.83M	Buy	+74,310	New	+$2.78M	1.45%	35

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

Nelson Capital Management's EXPD Position: Q3 2017 in Review

Nelson Capital Management sold out of Expeditors International (EXPD) in Q3 2017, closing a stake of 110 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in EXPD in Q2 2013 and held it in 8 quarters. The position peaked at $3.33M in Q3 2013. 501 funds tracked by Wall St. Rank hold EXPD as of Q3 2017.

Nelson Capital Management reported no remaining Expeditors International position as of Q3 2017 after selling out during the quarter.
Nelson Capital Management sold 110 Expeditors International shares in Q3 2017, an estimated $5K.
Nelson Capital Management first reported a position in Expeditors International in Q2 2013 and held it in 8 quarters.
Nelson Capital Management's Expeditors International position peaked at $3.33M in Q3 2013.
501 funds tracked by Wall St. Rank held Expeditors International as of Q3 2017.

Based on Nelson Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.