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Acrospire Investment Management’s American Express AXP Stock Holding History

Acrospire Investment Management’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$34K – 135
2017
Q2 		$34K Sell
400
-600
-60% -$47.5K 0.03% 1186
2017
Q1 		$79K Buy
1,000
+100
+11% +$7.82K 0.07% 492
2016
Q4 		$67K Sell
900
-500
-36% -$34.6K 0.03% 1200
2016
Q3 		$90K Buy
1,400
+200
+17% +$12.8K 0.06% 637
2016
Q2 		$73K Buy
1,200
+700
+140% +$44.3K 0.05% 757
2016
Q1 		$31K Buy
+500
New +$29.1K 0.02% 1288

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acrospire Investment Management's AXP Position: Q3 2017 in Review

Acrospire Investment Management sold out of American Express (AXP) in Q3 2017, closing a stake of 400 shares — an estimated $34K sold.

Acrospire Investment Management first reported a position in AXP in Q1 2016 and held it in 6 quarters. The position peaked at $90K in Q3 2016. 1,298 funds tracked by Wall St. Rank hold AXP as of Q3 2017.

  • Acrospire Investment Management reported no remaining American Express position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 400 American Express shares in Q3 2017, an estimated $34K.
  • Acrospire Investment Management first reported a position in American Express in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's American Express position peaked at $90K in Q3 2016.
  • 1,298 funds tracked by Wall St. Rank held American Express as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.