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Wolf Group Capital Advisors’s FedEx FDX Stock Holding History

Wolf Group Capital 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
2018
Q4 		– Sell
-986
Closed -$237K – 91
2018
Q3 		$237K Sell
986
-64
-6% -$15.5K 0.15% 87
2018
Q2 		$238K Sell
1,050
-25
-2% -$6.19K 0.16% 90
2018
Q1 		$258K Sell
1,075
-51
-5% -$12.9K 0.17% 96
2017
Q4 		$281K Hold
1,126
– – 0.17% 98
2017
Q3 		$249K Hold
1,126
– – 0.17% 99
2017
Q2 		$245K Sell
1,126
-297
-21% -$58.6K 0.19% 84
2017
Q1 		$278K Sell
1,423
-475
-25% -$90.7K 0.18% 84
2016
Q4 		$353K Buy
1,898
+28
+1% +$5.14K 0.24% 82
2016
Q3 		$327K Sell
1,870
-224
-11% -$36.7K 0.23% 83
2016
Q2 		$318K Sell
2,094
-450
-18% -$73K 0.23% 79
2016
Q1 		$414K Sell
2,544
-1,220
-32% -$170K 0.31% 71
2015
Q4 		$561K Sell
3,764
-2,463
-40% -$381K 0.42% 69
2015
Q3 		$897K Sell
6,227
-615
-9% -$98.1K 0.72% 55
2015
Q2 		$1.17M Buy
6,842
+830
+14% +$144K 0.78% 52
2015
Q1 		$995K Buy
6,012
+345
+6% +$59.9K 0.69% 58
2014
Q4 		$984K Buy
5,667
+200
+4% +$33.8K 0.71% 58
2014
Q3 		$883K Hold
5,467
– – 0.66% 60
2014
Q2 		$828K Sell
5,467
-178
-3% -$24.9K 0.6% 63
2014
Q1 		$748K Buy
5,645
+480
+9% +$65.2K 0.58% 68
2013
Q4 		$743K Buy
+5,165
New +$684K 0.6% 62

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Wolf Group Capital Advisors's FDX Position: Q4 2018 in Review

Wolf Group Capital Advisors sold out of FedEx (FDX) in Q4 2018, closing a stake of 986 shares — an estimated $237K sold.

Wolf Group Capital Advisors first reported a position in FDX in Q4 2013 and held it in 20 quarters. The position peaked at $1.17M in Q2 2015. 1,378 funds tracked by Wall St. Rank hold FDX as of Q4 2018.

  • Wolf Group Capital Advisors reported no remaining FedEx position as of Q4 2018 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 986 FedEx shares in Q4 2018, an estimated $237K.
  • Wolf Group Capital Advisors first reported a position in FedEx in Q4 2013 and held it in 20 quarters.
  • Wolf Group Capital Advisors's FedEx position peaked at $1.17M in Q2 2015.
  • 1,378 funds tracked by Wall St. Rank held FedEx as of Q4 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.