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Pinnacle Summer Investments’s Expeditors International EXPD Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-2,230
Closed -$105K – 854
2015
Q3 		$105K Buy
+2,230
New +$105K 0.02% 372
2015
Q2 		– Sell
-2,345
Closed -$113K – 810
2015
Q1 		$113K Hold
2,345
– – 0.02% 380
2014
Q4 		$105K Buy
2,345
+225
+11% +$9.67K 0.01% 400
2014
Q3 		$86K Hold
2,120
– – 0.01% 446
2014
Q2 		$94K Hold
2,120
– – 0.01% 408
2014
Q1 		$87K Hold
2,120
– – 0.01% 391
2013
Q4 		$94K Hold
2,120
– – 0.01% 362
2013
Q3 		$93K Hold
2,120
– – 0.02% 343
2013
Q2 		$81K Buy
+2,120
New +$79.4K 0.02% 318

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Pinnacle Summer Investments's EXPD Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Expeditors International (EXPD) in Q4 2015, closing a stake of 2,230 shares — an estimated $105K sold.

Pinnacle Summer Investments first reported a position in EXPD in Q2 2013 and held it in 9 quarters. The position peaked at $113K in Q1 2015. 540 funds tracked by Wall St. Rank hold EXPD as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining Expeditors International position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 2,230 Expeditors International shares in Q4 2015, an estimated $105K.
  • Pinnacle Summer Investments first reported a position in Expeditors International in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's Expeditors International position peaked at $113K in Q1 2015.
  • 540 funds tracked by Wall St. Rank held Expeditors International as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.