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Sensible Financial Planning & Management’s Expeditors International EXPD Stock Holding History

Sensible Financial Planning & Management’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
2015
Q1 		– Sell
-625
Closed -$28K – 42
2014
Q4 		$28K Buy
+625
New +$26.9K 0.03% 46

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sensible Financial Planning & Management's EXPD Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of Expeditors International (EXPD) in Q1 2015, closing a stake of 625 shares — an estimated $28K sold.

Sensible Financial Planning & Management first reported a position in EXPD in Q4 2014 and held it in 1 quarter. The position peaked at $28K in Q4 2014. 487 funds tracked by Wall St. Rank hold EXPD as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining Expeditors International position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 625 Expeditors International shares in Q1 2015, an estimated $28K.
  • Sensible Financial Planning & Management first reported a position in Expeditors International in Q4 2014 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Expeditors International position peaked at $28K in Q4 2014.
  • 487 funds tracked by Wall St. Rank held Expeditors International as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.