Pinnacle Summer Investments’s FedEx FDX Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	–	Sell	-615	Closed	-$89K	–	859
2015 Q3	$89K	Buy	+615	New	+$98.1K	0.02%	411
2015 Q2	–	Sell	-615	Closed	-$102K	–	814
2015 Q1	$102K	Sell	615 -50	-8%	-$8.68K	0.01%	400
2014 Q4	$115K	Hold	665	–	–	0.01%	389
2014 Q3	$107K	Hold	665	–	–	0.01%	404
2014 Q2	$101K	Hold	665	–	–	0.01%	396
2014 Q1	$91K	Hold	665	–	–	0.01%	380
2013 Q4	$96K	Sell	665 -145	-18%	-$19.2K	0.01%	356
2013 Q3	$92K	Hold	810	–	–	0.02%	346
2013 Q2	$80K	Buy	+810	New	+$78.6K	0.02%	322

Other funds holding FDX

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Pinnacle Summer Investments sold out of FedEx (FDX) in Q4 2015, closing a stake of 615 shares — an estimated $89K sold.

Pinnacle Summer Investments first reported a position in FDX in Q2 2013 and held it in 9 quarters. The position peaked at $115K in Q4 2014. 1,005 funds tracked by Wall St. Rank hold FDX as of Q4 2015.

Pinnacle Summer Investments reported no remaining FedEx position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 615 FedEx shares in Q4 2015, an estimated $89K.
Pinnacle Summer Investments first reported a position in FedEx in Q2 2013 and held it in 9 quarters.
Pinnacle Summer Investments's FedEx position peaked at $115K in Q4 2014.
1,005 funds tracked by Wall St. Rank held FedEx as of Q4 2015.

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