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Winch Advisory Services’s Expeditors International EXPD Stock Holding History

Winch Advisory Services’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
2019
Q3 		– Sell
-30
Closed -$2K – 380
2019
Q2 		$2K Buy
+30
New +$2.26K ﹤0.01% 354

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State Street
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FMI
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Winch Advisory Services's EXPD Position: Q3 2019 in Review

Winch Advisory Services sold out of Expeditors International (EXPD) in Q3 2019, closing a stake of 30 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in EXPD in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 564 funds tracked by Wall St. Rank hold EXPD as of Q3 2019.

  • Winch Advisory Services reported no remaining Expeditors International position as of Q3 2019 after selling out during the quarter.
  • Winch Advisory Services sold 30 Expeditors International shares in Q3 2019, an estimated $2K.
  • Winch Advisory Services first reported a position in Expeditors International in Q2 2019 and held it in 1 quarter.
  • Winch Advisory Services's Expeditors International position peaked at $2K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Expeditors International as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.