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Train Babcock Advisors’s FedEx FDX Stock Holding History

Train Babcock Advisors’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
Q4 		$3.93M Sell
15,765
-1,285
-8% -$294K 1.73% 21
2017
Q3 		$3.85M Sell
17,050
-80
-0.5% -$17K 2.14% 18
2017
Q2 		$3.72M Sell
17,130
-760
-4% -$150K 1.62% 22
2017
Q1 		$3.49M Sell
17,890
-2,240
-11% -$428K 1.57% 23
2016
Q4 		$3.75M Sell
20,130
-295
-1% -$54.1K 1.54% 21
2016
Q3 		$3.57M Sell
20,425
-55
-0.3% -$9.01K 1.43% 25
2016
Q2 		$3.11M Sell
20,480
-41
-0.2% -$6.65K 1.24% 33
2016
Q1 		$3.34M Sell
20,521
-485
-2% -$67.5K 1.33% 29
2015
Q4 		$3.13M Buy
+21,006
New +$3.25M 1.2% 35

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Train Babcock Advisors's FDX Position: Q4 2017 in Review

Train Babcock Advisors reduced its FedEx (FDX) stake by 7.5% in Q4 2017, selling an estimated $294K and leaving 15,765 shares worth $3.93M. The position accounts for 1.73% of the portfolio, ranked #21.

Train Babcock Advisors first reported a position in FDX in Q4 2015 and has held it in 9 quarters since. 1,379 funds tracked by Wall St. Rank hold FDX as of Q4 2017.

  • Train Babcock Advisors held 15,765 shares of FedEx worth $3.93M as of Q4 2017.
  • Train Babcock Advisors sold 1,285 FedEx shares in Q4 2017, an estimated $294K.
  • FedEx made up 1.73% of Train Babcock Advisors's portfolio in Q4 2017, its #21 holding.
  • Train Babcock Advisors first reported a position in FedEx in Q4 2015 and has held it in 9 quarters since.
  • 1,379 funds tracked by Wall St. Rank held FedEx as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.