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Strategic Capital Group’s Expeditors International EXPD Stock Holding History

Strategic Capital Group’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
Q2 		– Sell
-1,829
Closed -$79K – 281
2014
Q1 		$79K Buy
1,829
+970
+113% +$39.8K 0.03% 197
2013
Q4 		$38K Sell
859
-50,747
-98% -$2.22M 0.03% 190
2013
Q3 		$2.27M Buy
51,606
+9,281
+22% +$385K 0.85% 44
2013
Q2 		$1.61M Buy
+42,325
New +$1.58M 0.8% 44

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Strategic Capital Group's EXPD Position: Q2 2014 in Review

Strategic Capital Group sold out of Expeditors International (EXPD) in Q2 2014, closing a stake of 1,829 shares — an estimated $79K sold.

Strategic Capital Group first reported a position in EXPD in Q2 2013 and held it in 4 quarters. The position peaked at $2.27M in Q3 2013. 479 funds tracked by Wall St. Rank hold EXPD as of Q2 2014.

  • Strategic Capital Group reported no remaining Expeditors International position as of Q2 2014 after selling out during the quarter.
  • Strategic Capital Group sold 1,829 Expeditors International shares in Q2 2014, an estimated $79K.
  • Strategic Capital Group first reported a position in Expeditors International in Q2 2013 and held it in 4 quarters.
  • Strategic Capital Group's Expeditors International position peaked at $2.27M in Q3 2013.
  • 479 funds tracked by Wall St. Rank held Expeditors International as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.