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Wealthfront’s Expeditors International EXPD Stock Holding History

Wealthfront’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 		$449K Sell
6,102
-362
-6% -$26.7K ﹤0.01% 396
2018
Q2 		$473K Sell
6,464
-175
-3% -$12.2K ﹤0.01% 373
2018
Q1 		$420K Sell
6,639
-84
-1% -$5.4K ﹤0.01% 397
2017
Q4 		$435K Sell
6,723
-566
-8% -$34.7K ﹤0.01% 377
2017
Q3 		$436K Buy
7,289
+3,048
+72% +$175K 0.01% 352
2017
Q2 		$240K Sell
4,241
-163
-4% -$8.97K ﹤0.01% 419
2017
Q1 		$249K Buy
4,404
+474
+12% +$26K ﹤0.01% 373
2016
Q4 		$208K Sell
3,930
-41
-1% -$2.14K ﹤0.01% 373
2016
Q3 		$205K Buy
+3,971
New +$201K ﹤0.01% 362
2015
Q4 		– Sell
-2,708
Closed -$127K – 523
2015
Q3 		$127K Sell
2,708
-96
-3% -$4.54K 0.01% 362
2015
Q2 		$129K Buy
2,804
+115
+4% +$5.42K 0.01% 360
2015
Q1 		$130K Buy
2,689
+1,097
+69% +$50.5K 0.01% 338
2014
Q4 		$71K Buy
1,592
+365
+30% +$15.7K ﹤0.01% 420
2014
Q3 		$50K Buy
1,227
+355
+41% +$15.1K ﹤0.01% 408
2014
Q2 		$39K Buy
872
+618
+243% +$26.6K ﹤0.01% 411
2014
Q1 		$10K Buy
+254
New +$10.4K ﹤0.01% 493

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

Wealthfront's EXPD Position: Q3 2018 in Review

Wealthfront reduced its Expeditors International (EXPD) stake by 5.6% in Q3 2018, selling an estimated $26.7K and leaving 6,102 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Wealthfront first reported a position in EXPD in Q1 2014 and has held it in 16 quarters since. The position peaked at $473K in Q2 2018. 578 funds tracked by Wall St. Rank hold EXPD as of Q3 2018.

  • Wealthfront held 6,102 shares of Expeditors International worth $449K as of Q3 2018.
  • Wealthfront sold 362 Expeditors International shares in Q3 2018, an estimated $26.7K.
  • Expeditors International made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #396 holding.
  • Wealthfront first reported a position in Expeditors International in Q1 2014 and has held it in 16 quarters since.
  • Wealthfront's Expeditors International position peaked at $473K in Q2 2018.
  • 578 funds tracked by Wall St. Rank held Expeditors International as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.