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Private Wealth Partners’s FedEx FDX Stock Holding History

Private Wealth Partners’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
2018
Q3 		– Sell
-2,100
Closed -$477K – 119
2018
Q2 		$477K Sell
2,100
-475
-18% -$118K 0.08% 91
2018
Q1 		$618K Sell
2,575
-200
-7% -$50.6K 0.11% 86
2017
Q4 		$692K Buy
+2,775
New +$635K 0.13% 86

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Partners's FDX Position: Q3 2018 in Review

Private Wealth Partners sold out of FedEx (FDX) in Q3 2018, closing a stake of 2,100 shares — an estimated $477K sold.

Private Wealth Partners first reported a position in FDX in Q4 2017 and held it in 3 quarters. The position peaked at $692K in Q4 2017. 1,426 funds tracked by Wall St. Rank hold FDX as of Q3 2018.

  • Private Wealth Partners reported no remaining FedEx position as of Q3 2018 after selling out during the quarter.
  • Private Wealth Partners sold 2,100 FedEx shares in Q3 2018, an estimated $477K.
  • Private Wealth Partners first reported a position in FedEx in Q4 2017 and held it in 3 quarters.
  • Private Wealth Partners's FedEx position peaked at $692K in Q4 2017.
  • 1,426 funds tracked by Wall St. Rank held FedEx as of Q3 2018.

Based on Private Wealth Partners's 13F filing for Q3 2018, filed 25 Oct 2018.