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Winfield Associates’s FedEx FDX Stock Holding History

Winfield Associates’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
Q1 		– Sell
-27
Closed -$5K – 768
2016
Q4 		$5K Hold
27
– – ﹤0.01% 419
2016
Q3 		$5K Hold
27
– – ﹤0.01% 404
2016
Q2 		$4K Buy
+27
New +$4.38K ﹤0.01% 420
2015
Q4 		– Sell
-400
Closed -$58K – 311
2015
Q3 		$58K Buy
+400
New +$63.8K 0.04% 148

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 $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winfield Associates's FDX Position: Q1 2017 in Review

Winfield Associates sold out of FedEx (FDX) in Q1 2017, closing a stake of 27 shares — an estimated $5K sold.

Winfield Associates first reported a position in FDX in Q3 2015 and held it in 4 quarters. The position peaked at $58K in Q3 2015. 1,154 funds tracked by Wall St. Rank hold FDX as of Q1 2017.

  • Winfield Associates reported no remaining FedEx position as of Q1 2017 after selling out during the quarter.
  • Winfield Associates sold 27 FedEx shares in Q1 2017, an estimated $5K.
  • Winfield Associates first reported a position in FedEx in Q3 2015 and held it in 4 quarters.
  • Winfield Associates's FedEx position peaked at $58K in Q3 2015.
  • 1,154 funds tracked by Wall St. Rank held FedEx as of Q1 2017.

Based on Winfield Associates's 13F filing for Q1 2017, filed 10 May 2017.