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Wagner Wealth Management (South Carolina)’s Expeditors International EXPD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
20
– – ﹤0.01% 606
2018
Q2 		$1K Hold
20
– – ﹤0.01% 572
2018
Q1 		$1K Buy
+20
New +$1.29K ﹤0.01% 533
2017
Q4 		– Hold
0
– – – 462

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EXPD Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Expeditors International (EXPD) position steady in Q3 2018 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Wagner Wealth Management (South Carolina) first reported a position in EXPD in Q1 2018 and has held it in 3 quarters since. 577 funds tracked by Wall St. Rank hold EXPD as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 20 shares of Expeditors International worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Expeditors International share count unchanged in Q3 2018.
  • Expeditors International made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #606 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Expeditors International in Q1 2018 and has held it in 3 quarters since.
  • 577 funds tracked by Wall St. Rank held Expeditors International as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.