Triangle Securities Wealth Management’s Expeditors International EXPD Stock Holding History

Triangle Securities Wealth Management’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
2015 Q1	–	Sell	-5,745	Closed	-$256K	–	140
2014 Q4	$256K	Buy	+5,745	New	+$247K	0.18%	111
2014 Q3	–	Sell	-4,695	Closed	-$207K	–	123
2014 Q2	$207K	Buy	+4,695	New	+$202K	0.16%	122
2013 Q3	–	Sell	-4,151	Closed	-$158K	–	208
2013 Q2	$158K	Buy	+4,151	New	+$155K	0.12%	135

Other funds holding EXPD

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BIT

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

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

AWM

Ashmore Wealth Management Wilmington, Delaware $1.58B AUM 9.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Triangle Securities Wealth Management's EXPD Position: Q1 2015 in Review

Triangle Securities Wealth Management sold out of Expeditors International (EXPD) in Q1 2015, closing a stake of 5,745 shares — an estimated $256K sold.

Triangle Securities Wealth Management first reported a position in EXPD in Q2 2013 and held it in 3 quarters. The position peaked at $256K in Q4 2014. 487 funds tracked by Wall St. Rank hold EXPD as of Q1 2015.

Triangle Securities Wealth Management reported no remaining Expeditors International position as of Q1 2015 after selling out during the quarter.
Triangle Securities Wealth Management sold 5,745 Expeditors International shares in Q1 2015, an estimated $256K.
Triangle Securities Wealth Management first reported a position in Expeditors International in Q2 2013 and held it in 3 quarters.
Triangle Securities Wealth Management's Expeditors International position peaked at $256K in Q4 2014.
487 funds tracked by Wall St. Rank held Expeditors International as of Q1 2015.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.