RWA Wealth Partners’s Expeditors International EXPD Stock Holding History

RWA Wealth Partners’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 Q3	–	Sell	-1,056	Closed	-$77K	–	395
2018 Q2	$77K	Sell	1,056 -1,494	-59%	-$104K	0.01%	356
2018 Q1	$161K	Sell	2,550 -9,500	-79%	-$611K	0.02%	215
2017 Q4	$780K	Hold	12,050	–	–	0.09%	131
2017 Q3	$721K	Hold	12,050	–	–	0.08%	131
2017 Q2	$681K	Buy	12,050 +1,100	+10%	+$60.5K	0.08%	117
2017 Q1	$619K	Buy	+10,950	New	+$600K	0.08%	119

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $19.5B AUM 17.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RWA Wealth Partners's EXPD Position: Q3 2018 in Review

RWA Wealth Partners sold out of Expeditors International (EXPD) in Q3 2018, closing a stake of 1,056 shares — an estimated $77K sold.

RWA Wealth Partners first reported a position in EXPD in Q1 2017 and held it in 6 quarters. The position peaked at $780K in Q4 2017. 577 funds tracked by Wall St. Rank hold EXPD as of Q3 2018.

RWA Wealth Partners reported no remaining Expeditors International position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 1,056 Expeditors International shares in Q3 2018, an estimated $77K.
RWA Wealth Partners first reported a position in Expeditors International in Q1 2017 and held it in 6 quarters.
RWA Wealth Partners's Expeditors International position peaked at $780K in Q4 2017.
577 funds tracked by Wall St. Rank held Expeditors International as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.