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Reilly Financial Advisors’s Expeditors International EXPD Stock Holding History

Reilly Financial Advisors’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
2018
Q1 		– Sell
-120
Closed -$8K – 999
2017
Q4 		$8K Hold
120
– – ﹤0.01% 693
2017
Q3 		$7K Hold
120
– – ﹤0.01% 693
2017
Q2 		$7K Sell
120
-70
-37% -$3.85K ﹤0.01% 714
2017
Q1 		$11K Buy
+190
New +$10.4K ﹤0.01% 594
2016
Q2 		– Sell
-155
Closed -$8K – 865
2016
Q1 		$8K Buy
+155
New +$7.1K ﹤0.01% 811
2014
Q1 		– Sell
-338
Closed -$15K – 814
2013
Q4 		$15K Buy
+338
New +$14.8K ﹤0.01% 449

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's EXPD Position: Q1 2018 in Review

Reilly Financial Advisors sold out of Expeditors International (EXPD) in Q1 2018, closing a stake of 120 shares — an estimated $8K sold.

Reilly Financial Advisors first reported a position in EXPD in Q4 2013 and held it in 6 quarters. The position peaked at $15K in Q4 2013. 573 funds tracked by Wall St. Rank hold EXPD as of Q1 2018.

  • Reilly Financial Advisors reported no remaining Expeditors International position as of Q1 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 120 Expeditors International shares in Q1 2018, an estimated $8K.
  • Reilly Financial Advisors first reported a position in Expeditors International in Q4 2013 and held it in 6 quarters.
  • Reilly Financial Advisors's Expeditors International position peaked at $15K in Q4 2013.
  • 573 funds tracked by Wall St. Rank held Expeditors International as of Q1 2018.

Based on Reilly Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.