Truvvo Partners’s FedEx FDX Stock Holding History

Truvvo Partners’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
2016 Q2	–	Sell	-3,600	Closed	-$586K	–	133
2016 Q1	$586K	Buy	+3,600	New	+$501K	0.26%	80

Other funds holding FDX

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Truvvo Partners's FDX Position: Q2 2016 in Review

Truvvo Partners sold out of FedEx (FDX) in Q2 2016, closing a stake of 3,600 shares — an estimated $586K sold.

Truvvo Partners first reported a position in FDX in Q1 2016 and held it in 1 quarter. The position peaked at $586K in Q1 2016. 1,015 funds tracked by Wall St. Rank hold FDX as of Q2 2016.

Truvvo Partners reported no remaining FedEx position as of Q2 2016 after selling out during the quarter.
Truvvo Partners sold 3,600 FedEx shares in Q2 2016, an estimated $586K.
Truvvo Partners first reported a position in FedEx in Q1 2016 and held it in 1 quarter.
Truvvo Partners's FedEx position peaked at $586K in Q1 2016.
1,015 funds tracked by Wall St. Rank held FedEx as of Q2 2016.

Based on Truvvo Partners's 13F filing for Q2 2016, filed 9 Aug 2016.