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Winfield Associates’s Expeditors International EXPD Stock Holding History

Winfield Associates’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
2015
Q4 		– Sell
-403
Closed -$19K – 310
2015
Q3 		$19K Buy
+403
New +$19K 0.01% 208

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FMI
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State Street
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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Winfield Associates's EXPD Position: Q4 2015 in Review

Winfield Associates sold out of Expeditors International (EXPD) in Q4 2015, closing a stake of 403 shares — an estimated $19K sold.

Winfield Associates first reported a position in EXPD in Q3 2015 and held it in 1 quarter. The position peaked at $19K in Q3 2015. 540 funds tracked by Wall St. Rank hold EXPD as of Q4 2015.

  • Winfield Associates reported no remaining Expeditors International position as of Q4 2015 after selling out during the quarter.
  • Winfield Associates sold 403 Expeditors International shares in Q4 2015, an estimated $19K.
  • Winfield Associates first reported a position in Expeditors International in Q3 2015 and held it in 1 quarter.
  • Winfield Associates's Expeditors International position peaked at $19K in Q3 2015.
  • 540 funds tracked by Wall St. Rank held Expeditors International as of Q4 2015.

Based on Winfield Associates's 13F filing for Q4 2015, filed 17 Feb 2016.