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Aspiriant Holdings S3’s American Express AXP Stock Holding History

Aspiriant Holdings S3’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
2014
Q1 		– Sell
-2,296
Closed -$208K – 111
2013
Q4 		$208K Buy
+2,296
New +$189K 0.08% 104

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspiriant Holdings S3's AXP Position: Q1 2014 in Review

Aspiriant Holdings S3 sold out of American Express (AXP) in Q1 2014, closing a stake of 2,296 shares — an estimated $208K sold.

Aspiriant Holdings S3 first reported a position in AXP in Q4 2013 and held it in 1 quarter. The position peaked at $208K in Q4 2013. 1,218 funds tracked by Wall St. Rank hold AXP as of Q1 2014.

  • Aspiriant Holdings S3 reported no remaining American Express position as of Q1 2014 after selling out during the quarter.
  • Aspiriant Holdings S3 sold 2,296 American Express shares in Q1 2014, an estimated $208K.
  • Aspiriant Holdings S3 first reported a position in American Express in Q4 2013 and held it in 1 quarter.
  • Aspiriant Holdings S3's American Express position peaked at $208K in Q4 2013.
  • 1,218 funds tracked by Wall St. Rank held American Express as of Q1 2014.

Based on Aspiriant Holdings S3's 13F filing for Q1 2014, filed 24 Apr 2014.