Partnervest Advisory Services’s FedEx FDX Stock Holding History

Partnervest Advisory Services’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
2019 Q3	–	Sell	-1,359	Closed	-$223K	–	266
2019 Q2	$223K	Sell	1,359 -151	-10%	-$26.4K	0.09%	189
2019 Q1	$274K	Sell	1,510 -39	-3%	-$6.89K	0.11%	166
2018 Q4	$250K	Buy	1,549 +434	+39%	+$91.8K	0.12%	160
2018 Q3	$269K	Buy	1,115 +75	+7%	+$18.2K	0.11%	174
2018 Q2	$236K	Buy	1,040 +50	+5%	+$12.4K	0.11%	174
2018 Q1	$238K	Hold	990	–	–	0.11%	161
2017 Q4	$247K	Buy	+990	New	+$226K	0.12%	157
2014 Q3	–	Sell	-453	Closed	-$69K	–	366
2014 Q2	$69K	Hold	453	–	–	0.03%	306
2014 Q1	$60K	Hold	453	–	–	0.03%	304
2013 Q4	$65K	Hold	453	–	–	0.03%	271
2013 Q3	$52K	Buy	453 +1	+0.2%	+$108	0.03%	287
2013 Q2	$45K	Buy	+452	New	+$43.9K	0.02%	255

Other funds holding FDX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Partnervest Advisory Services's FDX Position: Q3 2019 in Review

Partnervest Advisory Services sold out of FedEx (FDX) in Q3 2019, closing a stake of 1,359 shares — an estimated $223K sold.

Partnervest Advisory Services first reported a position in FDX in Q2 2013 and held it in 12 quarters. The position peaked at $274K in Q1 2019. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

Partnervest Advisory Services reported no remaining FedEx position as of Q3 2019 after selling out during the quarter.
Partnervest Advisory Services sold 1,359 FedEx shares in Q3 2019, an estimated $223K.
Partnervest Advisory Services first reported a position in FedEx in Q2 2013 and held it in 12 quarters.
Partnervest Advisory Services's FedEx position peaked at $274K in Q1 2019.
1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on Partnervest Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.