Agran Libbie’s American Express AXP Stock Holding History

Agran Libbie’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 Q1	–	Sell	-2,209	Closed	-$206K	–	138
2014 Q4	$206K	Buy	+2,209	New	+$198K	0.05%	124

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Agran Libbie's AXP Position: Q1 2015 in Review

Agran Libbie sold out of American Express (AXP) in Q1 2015, closing a stake of 2,209 shares — an estimated $206K sold.

Agran Libbie first reported a position in AXP in Q4 2014 and held it in 1 quarter. The position peaked at $206K in Q4 2014. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

Agran Libbie reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
Agran Libbie sold 2,209 American Express shares in Q1 2015, an estimated $206K.
Agran Libbie first reported a position in American Express in Q4 2014 and held it in 1 quarter.
Agran Libbie's American Express position peaked at $206K in Q4 2014.
1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Agran Libbie's 13F filing for Q1 2015, filed 6 May 2015.