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Stewardship Financial Advisors’s Expeditors International EXPD Stock Holding History

Stewardship Financial Advisors’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
2016
Q1 		– Sell
-9,112
Closed -$411K – 48
2015
Q4 		$411K Buy
+9,112
New +$442K 0.33% 54

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FMI
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State Street
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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BIT
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IVA
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Stewardship Financial Advisors's EXPD Position: Q1 2016 in Review

Stewardship Financial Advisors sold out of Expeditors International (EXPD) in Q1 2016, closing a stake of 9,112 shares — an estimated $411K sold.

Stewardship Financial Advisors first reported a position in EXPD in Q4 2015 and held it in 1 quarter. The position peaked at $411K in Q4 2015. 513 funds tracked by Wall St. Rank hold EXPD as of Q1 2016.

  • Stewardship Financial Advisors reported no remaining Expeditors International position as of Q1 2016 after selling out during the quarter.
  • Stewardship Financial Advisors sold 9,112 Expeditors International shares in Q1 2016, an estimated $411K.
  • Stewardship Financial Advisors first reported a position in Expeditors International in Q4 2015 and held it in 1 quarter.
  • Stewardship Financial Advisors's Expeditors International position peaked at $411K in Q4 2015.
  • 513 funds tracked by Wall St. Rank held Expeditors International as of Q1 2016.

Based on Stewardship Financial Advisors's 13F filing for Q1 2016, filed 26 Jun 2018.