Apriem Advisors’s American Express AXP Stock Holding History

Apriem Advisors’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
2016 Q3	–	Sell	-300	Closed	-$18K	–	589
2016 Q2	$18K	Buy	300 +258	+614%	+$16.3K	0.01%	354
2016 Q1	$3K	Sell	42 -43,181	-100%	-$2.51M	﹤0.01%	493
2015 Q4	$3.01M	Sell	43,223 -3,927	-8%	-$286K	1.07%	31
2015 Q3	$3.5M	Buy	47,150 +1,261	+3%	+$97K	1.29%	26
2015 Q2	$3.57M	Buy	45,889 +2,075	+5%	+$165K	1.22%	29
2015 Q1	$3.42M	Buy	43,814 +1,770	+4%	+$147K	1.19%	29
2014 Q4	$3.91M	Buy	42,044 +10,825	+35%	+$970K	1.44%	27
2014 Q3	$2.73M	Buy	+31,219	New	+$2.81M	1.04%	37

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

DSA

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

Apriem Advisors's AXP Position: Q3 2016 in Review

Apriem Advisors sold out of American Express (AXP) in Q3 2016, closing a stake of 300 shares — an estimated $18K sold.

Apriem Advisors first reported a position in AXP in Q3 2014 and held it in 8 quarters. The position peaked at $3.91M in Q4 2014. 1,184 funds tracked by Wall St. Rank hold AXP as of Q3 2016.

Apriem Advisors reported no remaining American Express position as of Q3 2016 after selling out during the quarter.
Apriem Advisors sold 300 American Express shares in Q3 2016, an estimated $18K.
Apriem Advisors first reported a position in American Express in Q3 2014 and held it in 8 quarters.
Apriem Advisors's American Express position peaked at $3.91M in Q4 2014.
1,184 funds tracked by Wall St. Rank held American Express as of Q3 2016.

Based on Apriem Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.