Partnervest Advisory Services’s Expeditors International EXPD Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-136	Closed	-$6K	–	359
2014 Q2	$6K	Hold	136	–	–	﹤0.01%	783
2014 Q1	$5K	Hold	136	–	–	﹤0.01%	791
2013 Q4	$6K	Sell	136 -6	-4%	-$262	﹤0.01%	730
2013 Q3	$6K	Hold	142	–	–	﹤0.01%	745
2013 Q2	$5K	Buy	+142	New	+$5.32K	﹤0.01%	726

Other funds holding EXPD

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AWM

Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Partnervest Advisory Services's EXPD Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Expeditors International (EXPD) in Q3 2014, closing a stake of 136 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in EXPD in Q2 2013 and held it in 5 quarters. The position peaked at $6K in Q2 2014. 460 funds tracked by Wall St. Rank hold EXPD as of Q3 2014.

Partnervest Advisory Services reported no remaining Expeditors International position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 136 Expeditors International shares in Q3 2014, an estimated $6K.
Partnervest Advisory Services first reported a position in Expeditors International in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Expeditors International position peaked at $6K in Q2 2014.
460 funds tracked by Wall St. Rank held Expeditors International as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.