Winthrop Partners - WNY’s Expeditors International EXPD Stock Holding History

Winthrop Partners - WNY’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 Q1	–	Sell	-500	Closed	-$34K	–	238
2018 Q4	$34K	Hold	500	–	–	0.03%	159
2018 Q3	$36.8K	Hold	500	–	–	0.03%	189
2018 Q2	$36.5K	Hold	500	–	–	0.03%	197
2018 Q1	$30.8K	Buy	+500	New	+$32.1K	0.02%	247

Other funds holding EXPD

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winthrop Partners - WNY's EXPD Position: Q1 2019 in Review

Winthrop Partners - WNY sold out of Expeditors International (EXPD) in Q1 2019, closing a stake of 500 shares — an estimated $34K sold.

Winthrop Partners - WNY first reported a position in EXPD in Q1 2018 and held it in 4 quarters. The position peaked at $36.8K in Q3 2018. 605 funds tracked by Wall St. Rank hold EXPD as of Q1 2019.

Winthrop Partners - WNY reported no remaining Expeditors International position as of Q1 2019 after selling out during the quarter.
Winthrop Partners - WNY sold 500 Expeditors International shares in Q1 2019, an estimated $34K.
Winthrop Partners - WNY first reported a position in Expeditors International in Q1 2018 and held it in 4 quarters.
Winthrop Partners - WNY's Expeditors International position peaked at $36.8K in Q3 2018.
605 funds tracked by Wall St. Rank held Expeditors International as of Q1 2019.

Based on Winthrop Partners - WNY's 13F filing for Q1 2019, filed 15 May 2019.