WESPAC Advisors SoCal’s FedEx FDX Stock Holding History

WESPAC Advisors SoCal’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
2019 Q1	–	Sell	-3,440	Closed	-$554K	–	342
2018 Q4	$554K	Sell	3,440 -920	-21%	-$195K	0.35%	43
2018 Q3	$1.05M	Buy	4,360 +617	+16%	+$149K	0.53%	40
2018 Q2	$849K	Buy	3,743 +8	+0.2%	+$1.98K	0.49%	41
2018 Q1	$896K	Buy	3,735 +425	+13%	+$107K	0.52%	39
2017 Q4	$825K	Buy	3,310 +50	+2%	+$11.4K	0.47%	39
2017 Q3	$735K	Buy	+3,260	New	+$694K	0.44%	37

Other funds holding FDX

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WESPAC Advisors SoCal's FDX Position: Q1 2019 in Review

WESPAC Advisors SoCal sold out of FedEx (FDX) in Q1 2019, closing a stake of 3,440 shares — an estimated $554K sold.

WESPAC Advisors SoCal first reported a position in FDX in Q3 2017 and held it in 6 quarters. The position peaked at $1.05M in Q3 2018. 1,331 funds tracked by Wall St. Rank hold FDX as of Q1 2019.

WESPAC Advisors SoCal reported no remaining FedEx position as of Q1 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 3,440 FedEx shares in Q1 2019, an estimated $554K.
WESPAC Advisors SoCal first reported a position in FedEx in Q3 2017 and held it in 6 quarters.
WESPAC Advisors SoCal's FedEx position peaked at $1.05M in Q3 2018.
1,331 funds tracked by Wall St. Rank held FedEx as of Q1 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2019, filed 2 May 2019.