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Optimum Investment Advisors’s Expeditors International EXPD Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$13K Hold
265
– – ﹤0.01% 768
2014
Q4 		$12K Hold
265
– – ﹤0.01% 814
2014
Q3 		$11K Hold
265
– – ﹤0.01% 747
2014
Q2 		$12K Hold
265
– – ﹤0.01% 747
2014
Q1 		$11K Hold
265
– – ﹤0.01% 587
2013
Q4 		$12K Hold
265
– – ﹤0.01% 587
2013
Q3 		$12K Buy
+265
New +$11K ﹤0.01% 559

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Optimum Investment Advisors's EXPD Position: Q1 2015 in Review

Optimum Investment Advisors held its Expeditors International (EXPD) position steady in Q1 2015 at 265 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Optimum Investment Advisors first reported a position in EXPD in Q3 2013 and has held it in 7 quarters since. 487 funds tracked by Wall St. Rank hold EXPD as of Q1 2015.

  • Optimum Investment Advisors held 265 shares of Expeditors International worth $13K as of Q1 2015.
  • Optimum Investment Advisors left its Expeditors International share count unchanged in Q1 2015.
  • Expeditors International made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #768 holding.
  • Optimum Investment Advisors first reported a position in Expeditors International in Q3 2013 and has held it in 7 quarters since.
  • 487 funds tracked by Wall St. Rank held Expeditors International as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.