PIA
EXPR

Phoenix Investment Adviser’s Express, Inc. EXPR Stock Holding History

Phoenix Investment Adviser’s Portfolio EXPR Stock Details EXPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-625
Closed -$135K – 68
2016
Q4 		$135K Hold
625
– – 0.07% 49
2016
Q3 		$147K Buy
+625
New +$169K 0.12% 48

Other funds holding EXPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Phoenix Investment Adviser's EXPR Position: Q1 2017 in Review

Phoenix Investment Adviser sold out of Express, Inc. (EXPR) in Q1 2017, closing a stake of 625 shares — an estimated $135K sold.

Phoenix Investment Adviser first reported a position in EXPR in Q3 2016 and held it in 2 quarters. The position peaked at $147K in Q3 2016. 190 funds tracked by Wall St. Rank hold EXPR as of Q1 2017.

  • Phoenix Investment Adviser reported no remaining Express, Inc. position as of Q1 2017 after selling out during the quarter.
  • Phoenix Investment Adviser sold 625 Express, Inc. shares in Q1 2017, an estimated $135K.
  • Phoenix Investment Adviser first reported a position in Express, Inc. in Q3 2016 and held it in 2 quarters.
  • Phoenix Investment Adviser's Express, Inc. position peaked at $147K in Q3 2016.
  • 190 funds tracked by Wall St. Rank held Express, Inc. as of Q1 2017.

Based on Phoenix Investment Adviser's 13F filing for Q1 2017, filed 8 May 2017.