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WFG Advisors’s FedEx FDX Stock Holding History

WFG Advisors’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
2017
Q2 		$1.24M Buy
5,712
+446
+8% +$88K 0.28% 94
2017
Q1 		$1.03M Buy
5,266
+224
+4% +$42.8K 0.27% 85
2016
Q4 		$939K Buy
5,042
+523
+12% +$96K 0.23% 109
2016
Q3 		$789K Buy
4,519
+152
+3% +$24.9K 0.2% 123
2016
Q2 		$663K Buy
4,367
+106
+2% +$17.2K 0.18% 141
2016
Q1 		$693K Buy
4,261
+1,332
+45% +$185K 0.2% 124
2015
Q4 		$436K Buy
2,929
+1,272
+77% +$197K 0.13% 181
2015
Q3 		$239K Sell
1,657
-50
-3% -$7.98K 0.07% 253
2015
Q2 		$291K Buy
1,707
+88
+5% +$15.3K 0.08% 250
2015
Q1 		$268K Sell
1,619
-11
-0.7% -$1.91K 0.07% 279
2014
Q4 		$283K Sell
1,630
-294
-15% -$49.7K 0.06% 343
2014
Q3 		$311K Sell
1,924
-133
-6% -$20.2K 0.06% 349
2014
Q2 		$311K Buy
2,057
+35
+2% +$4.89K 0.06% 352
2014
Q1 		$268K Sell
2,022
-777
-28% -$106K 0.05% 372
2013
Q4 		$402K Buy
2,799
+11
+0.4% +$1.46K 0.06% 352
2013
Q3 		$318K Buy
2,788
+61
+2% +$6.58K 0.05% 378
2013
Q2 		$269K Buy
+2,727
New +$265K 0.04% 394

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WFG Advisors's FDX Position: Q2 2017 in Review

WFG Advisors increased its FedEx (FDX) stake by 8.5% in Q2 2017, buying an estimated $88K and bringing the position to 5,712 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #94.

WFG Advisors first reported a position in FDX in Q2 2013 and has held it in 17 quarters since. 1,187 funds tracked by Wall St. Rank hold FDX as of Q2 2017.

  • WFG Advisors held 5,712 shares of FedEx worth $1.24M as of Q2 2017.
  • WFG Advisors bought 446 FedEx shares in Q2 2017, an estimated $88K.
  • FedEx made up 0.28% of WFG Advisors's portfolio in Q2 2017, its #94 holding.
  • WFG Advisors first reported a position in FedEx in Q2 2013 and has held it in 17 quarters since.
  • 1,187 funds tracked by Wall St. Rank held FedEx as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.