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Aris Wealth Services’s American Express AXP Stock Holding History

Aris Wealth Services’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
Q3 		$21K Sell
286
-1,275
-82% -$98.1K 0.04% 160
2015
Q2 		$121K Buy
1,561
+323
+26% +$25.6K 0.11% 130
2015
Q1 		$97K Buy
+1,238
New +$103K 0.09% 141

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Aris Wealth Services's AXP Position: Q3 2015 in Review

Aris Wealth Services reduced its American Express (AXP) stake by 82% in Q3 2015, selling an estimated $98.1K and leaving 286 shares worth $21K. The position accounts for 0.04% of the portfolio, ranked #160.

Aris Wealth Services first reported a position in AXP in Q1 2015 and has held it in 3 quarters since. The position peaked at $121K in Q2 2015. 1,279 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

  • Aris Wealth Services held 286 shares of American Express worth $21K as of Q3 2015.
  • Aris Wealth Services sold 1,275 American Express shares in Q3 2015, an estimated $98.1K.
  • American Express made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #160 holding.
  • Aris Wealth Services first reported a position in American Express in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's American Express position peaked at $121K in Q2 2015.
  • 1,279 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.