Old Mutual Customised Solutions’s Expeditors International EXPD Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$619K	Sell	8,465 -900	-10%	-$62.9K	0.06%	350
2018 Q1	$593K	Hold	9,365	–	–	0.06%	354
2017 Q4	$606K	Buy	9,365 +3,400	+57%	+$208K	0.06%	356
2017 Q3	$357K	Hold	5,965	–	–	0.05%	413
2017 Q2	$337K	Hold	5,965	–	–	0.05%	413
2017 Q1	$337K	Buy	5,965 +1,365	+30%	+$74.9K	0.05%	401
2016 Q4	$244K	Buy	4,600 +2,400	+109%	+$125K	0.04%	458
2016 Q3	$113K	Hold	2,200	–	–	0.03%	542
2016 Q2	$108K	Sell	2,200 -1,100	-33%	-$53.4K	0.03%	600
2016 Q1	$161K	Hold	3,300	–	–	0.04%	485
2015 Q4	$149K	Buy	3,300 +1,200	+57%	+$58.2K	0.04%	487
2015 Q3	$99K	Hold	2,100	–	–	0.03%	598
2015 Q2	$97K	Hold	2,100	–	–	0.02%	631
2015 Q1	$101K	Buy	2,100 +1,300	+163%	+$59.9K	0.02%	624
2014 Q4	$36K	Buy	+800	New	+$34.4K	0.01%	660
2014 Q2	–	Sell	-700	Closed	-$28K	–	739
2014 Q1	$28K	Hold	700	–	–	0.01%	734
2013 Q4	$31K	Hold	700	–	–	0.01%	733
2013 Q3	$31K	Hold	700	–	–	0.01%	728
2013 Q2	$27K	Buy	+700	New	+$26.2K	0.01%	1006

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Old Mutual Customised Solutions's EXPD Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Expeditors International (EXPD) stake by 9.6% in Q2 2018, selling an estimated $62.9K and leaving 8,465 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #350.

Old Mutual Customised Solutions first reported a position in EXPD in Q2 2013 and has held it in 19 quarters since. 597 funds tracked by Wall St. Rank hold EXPD as of Q2 2018.

Old Mutual Customised Solutions held 8,465 shares of Expeditors International worth $619K as of Q2 2018.
Old Mutual Customised Solutions sold 900 Expeditors International shares in Q2 2018, an estimated $62.9K.
Expeditors International made up 0.06% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #350 holding.
Old Mutual Customised Solutions first reported a position in Expeditors International in Q2 2013 and has held it in 19 quarters since.
597 funds tracked by Wall St. Rank held Expeditors International as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.