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New York Life Trust’s FedEx FDX Stock Holding History

New York Life Trust’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
2017
Q1 		– Sell
-45
Closed -$8K – 209
2016
Q4 		$8K Buy
45
+33
+275% +$6.06K 0.04% 192
2016
Q3 		$2K Sell
12
-456
-97% -$74.7K 0.01% 216
2016
Q2 		$71K Buy
468
+26
+6% +$4.22K 0.34% 103
2016
Q1 		$72K Buy
442
+299
+209% +$41.6K 0.31% 105
2015
Q4 		$21K Buy
143
+74
+107% +$11.4K 0.09% 179
2015
Q3 		$10K Sell
69
-386
-85% -$61.6K 0.04% 188
2015
Q2 		$78K Buy
455
+307
+207% +$53.4K 0.32% 117
2015
Q1 		$24K Sell
148
-630
-81% -$109K 0.1% 169
2014
Q4 		$135K Buy
778
+328
+73% +$55.5K 0.53% 63
2014
Q3 		$73K Buy
+450
New +$68.3K 0.3% 120
2014
Q1 		– Sell
-613
Closed -$83.3K – 208
2013
Q4 		$88K Buy
+613
New +$81.2K 0.4% 109

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New York Life Trust's FDX Position: Q1 2017 in Review

New York Life Trust sold out of FedEx (FDX) in Q1 2017, closing a stake of 45 shares — an estimated $8K sold.

New York Life Trust first reported a position in FDX in Q4 2013 and held it in 11 quarters. The position peaked at $135K in Q4 2014. 1,155 funds tracked by Wall St. Rank hold FDX as of Q1 2017.

  • New York Life Trust reported no remaining FedEx position as of Q1 2017 after selling out during the quarter.
  • New York Life Trust sold 45 FedEx shares in Q1 2017, an estimated $8K.
  • New York Life Trust first reported a position in FedEx in Q4 2013 and held it in 11 quarters.
  • New York Life Trust's FedEx position peaked at $135K in Q4 2014.
  • 1,155 funds tracked by Wall St. Rank held FedEx as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.