Smith & Howard Wealth Management’s FedEx FDX Stock Holding History

Smith & Howard Wealth Management’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-2,454	Closed	-$418K	–	67
2015 Q2	$418K	Buy	2,454 +90	+4%	+$15.7K	0.18%	31
2015 Q1	$391K	Buy	2,364 +835	+55%	+$145K	0.17%	33
2014 Q4	$266K	Buy	1,529 +90	+6%	+$15.2K	0.13%	38
2014 Q3	$232K	Hold	1,439	–	–	0.12%	39
2014 Q2	$218K	Buy	+1,439	New	+$201K	0.11%	37
2014 Q1	–	Sell	-1,201	Closed	-$173K	–	97
2013 Q4	$173K	Buy	1,201 +1,041	+651%	+$138K	0.1%	40
2013 Q3	$18K	Hold	160	–	–	0.01%	166
2013 Q2	$16K	Buy	+160	New	+$15.5K	0.01%	149

Other funds holding FDX

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Smith & Howard Wealth Management's FDX Position: Q3 2015 in Review

Smith & Howard Wealth Management sold out of FedEx (FDX) in Q3 2015, closing a stake of 2,454 shares — an estimated $418K sold.

Smith & Howard Wealth Management first reported a position in FDX in Q2 2013 and held it in 8 quarters. The position peaked at $418K in Q2 2015. 967 funds tracked by Wall St. Rank hold FDX as of Q3 2015.

Smith & Howard Wealth Management reported no remaining FedEx position as of Q3 2015 after selling out during the quarter.
Smith & Howard Wealth Management sold 2,454 FedEx shares in Q3 2015, an estimated $418K.
Smith & Howard Wealth Management first reported a position in FedEx in Q2 2013 and held it in 8 quarters.
Smith & Howard Wealth Management's FedEx position peaked at $418K in Q2 2015.
967 funds tracked by Wall St. Rank held FedEx as of Q3 2015.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.