Rockefeller Financial Services’s Expeditors International EXPD Stock Holding History

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