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

Primecap Management

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

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

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

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return