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Summit Financial Strategies’s FedEx FDX Stock Holding History

Summit Financial Strategies’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
2017
Q3 		– Sell
-1,135
Closed -$247K – 54
2017
Q2 		$247K Buy
+1,135
New +$224K 0.15% 39

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Financial Strategies's FDX Position: Q3 2017 in Review

Summit Financial Strategies sold out of FedEx (FDX) in Q3 2017, closing a stake of 1,135 shares — an estimated $247K sold.

Summit Financial Strategies first reported a position in FDX in Q2 2017 and held it in 1 quarter. The position peaked at $247K in Q2 2017. 1,226 funds tracked by Wall St. Rank hold FDX as of Q3 2017.

  • Summit Financial Strategies reported no remaining FedEx position as of Q3 2017 after selling out during the quarter.
  • Summit Financial Strategies sold 1,135 FedEx shares in Q3 2017, an estimated $247K.
  • Summit Financial Strategies first reported a position in FedEx in Q2 2017 and held it in 1 quarter.
  • Summit Financial Strategies's FedEx position peaked at $247K in Q2 2017.
  • 1,226 funds tracked by Wall St. Rank held FedEx as of Q3 2017.

Based on Summit Financial Strategies's 13F filing for Q3 2017, filed 9 Nov 2017.