Asset Planning Services (Pennsylvania)’s American Express AXP Stock Holding History

Asset Planning Services (Pennsylvania)’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
2018 Q2	–	Sell	-430	Closed	-$40K	–	265
2018 Q1	$40K	Sell	430 -1,034	-71%	-$100K	0.02%	138
2017 Q4	$145K	Hold	1,464	–	–	0.07%	82
2017 Q3	$132K	Hold	1,464	–	–	0.07%	86
2017 Q2	$123K	Hold	1,464	–	–	0.08%	89
2017 Q1	$116K	Hold	1,464	–	–	0.08%	89
2016 Q4	$108K	Hold	1,464	–	–	0.09%	87
2016 Q3	$94K	Hold	1,464	–	–	0.08%	96
2016 Q2	$89K	Buy	1,464 +6	+0.4%	+$380	0.08%	106
2016 Q1	$90K	Buy	1,458 +8	+0.6%	+$465	0.08%	109
2015 Q4	$101K	Buy	+1,450	New	+$106K	0.1%	80
2015 Q3	–	Sell	-114	Closed	-$9K	–	234
2015 Q2	$9K	Buy	+114	New	+$9.04K	0.01%	185

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AXP Position: Q2 2018 in Review

Asset Planning Services (Pennsylvania) sold out of American Express (AXP) in Q2 2018, closing a stake of 430 shares — an estimated $40K sold.

Asset Planning Services (Pennsylvania) first reported a position in AXP in Q2 2015 and held it in 11 quarters. The position peaked at $145K in Q4 2017. 1,429 funds tracked by Wall St. Rank hold AXP as of Q2 2018.

Asset Planning Services (Pennsylvania) reported no remaining American Express position as of Q2 2018 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 430 American Express shares in Q2 2018, an estimated $40K.
Asset Planning Services (Pennsylvania) first reported a position in American Express in Q2 2015 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s American Express position peaked at $145K in Q4 2017.
1,429 funds tracked by Wall St. Rank held American Express as of Q2 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q2 2018, filed 1 Aug 2018.