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Smith & Howard Wealth Management’s Expeditors International EXPD Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-885
Closed -$39K – 93
2013
Q4 		$39K Sell
885
-444
-33% -$19.4K 0.02% 117
2013
Q3 		$59K Hold
1,329
– – 0.04% 101
2013
Q2 		$51K Buy
+1,329
New +$49.8K 0.03% 96

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AWM
Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Smith & Howard Wealth Management's EXPD Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Expeditors International (EXPD) in Q1 2014, closing a stake of 885 shares — an estimated $39K sold.

Smith & Howard Wealth Management first reported a position in EXPD in Q2 2013 and held it in 3 quarters. The position peaked at $59K in Q3 2013. 464 funds tracked by Wall St. Rank hold EXPD as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Expeditors International position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 885 Expeditors International shares in Q1 2014, an estimated $39K.
  • Smith & Howard Wealth Management first reported a position in Expeditors International in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Expeditors International position peaked at $59K in Q3 2013.
  • 464 funds tracked by Wall St. Rank held Expeditors International as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.