Rockefeller Financial Services’s Expeditors International EXPD Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$271K	Hold	4,185	–	–	﹤0.01%	320
2017 Q3	$251K	Sell	4,185 -1,045	-20%	-$59.8K	﹤0.01%	314
2017 Q2	$295K	Hold	5,230	–	–	0.01%	267
2017 Q1	$295K	Hold	5,230	–	–	0.01%	278
2016 Q4	$277K	Hold	5,230	–	–	0.01%	296
2016 Q3	$269K	Hold	5,230	–	–	0.01%	289
2016 Q2	$256K	Sell	5,230 -1,503	-22%	-$73K	0.01%	305
2016 Q1	$329K	Buy	6,733 +1,503	+29%	+$68.9K	0.01%	289
2015 Q4	$236K	Hold	5,230	–	–	﹤0.01%	323
2015 Q3	$246K	Hold	5,230	–	–	0.01%	314
2015 Q2	$241K	Hold	5,230	–	–	0.01%	298
2015 Q1	$252K	Hold	5,230	–	–	0.01%	303
2014 Q4	$233K	Hold	5,230	–	–	0.01%	295
2014 Q3	$212K	Hold	5,230	–	–	﹤0.01%	324
2014 Q2	$231K	Hold	5,230	–	–	0.01%	323
2014 Q1	$207K	Hold	5,230	–	–	﹤0.01%	340
2013 Q4	$231K	Hold	5,230	–	–	0.01%	334
2013 Q3	$230K	Hold	5,230	–	–	0.01%	322
2013 Q2	$199K	Buy	+5,230	New	+$196K	﹤0.01%	329

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rockefeller Financial Services's EXPD Position: Q4 2017 in Review

Rockefeller Financial Services held its Expeditors International (EXPD) position steady in Q4 2017 at 4,185 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Rockefeller Financial Services first reported a position in EXPD in Q2 2013 and has held it in 19 quarters since. The position peaked at $329K in Q1 2016. 571 funds tracked by Wall St. Rank hold EXPD as of Q4 2017.

Rockefeller Financial Services held 4,185 shares of Expeditors International worth $271K as of Q4 2017.
Rockefeller Financial Services left its Expeditors International share count unchanged in Q4 2017.
Expeditors International made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #320 holding.
Rockefeller Financial Services first reported a position in Expeditors International in Q2 2013 and has held it in 19 quarters since.
Rockefeller Financial Services's Expeditors International position peaked at $329K in Q1 2016.
571 funds tracked by Wall St. Rank held Expeditors International as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.