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Ada Investment Management’s American Express AXP Stock Holding History

Ada 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
2015
Q4 		– Sell
-3,147
Closed -$234K – 397
2015
Q3 		$234K Buy
+3,147
New +$242K 0.12% 349

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Ada Investment Management's AXP Position: Q4 2015 in Review

Ada Investment Management sold out of American Express (AXP) in Q4 2015, closing a stake of 3,147 shares — an estimated $234K sold.

Ada Investment Management first reported a position in AXP in Q3 2015 and held it in 1 quarter. The position peaked at $234K in Q3 2015. 1,273 funds tracked by Wall St. Rank hold AXP as of Q4 2015.

  • Ada Investment Management reported no remaining American Express position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 3,147 American Express shares in Q4 2015, an estimated $234K.
  • Ada Investment Management first reported a position in American Express in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's American Express position peaked at $234K in Q3 2015.
  • 1,273 funds tracked by Wall St. Rank held American Express as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.