Atherton Lane Advisers’s American Express AXP Stock Holding History

Atherton Lane Advisers’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 Q4	$833K	Sell	11,972 -1,978	-14%	-$144K	0.05%	112
2015 Q3	$1.03M	Sell	13,950 -560	-4%	-$43.1K	0.06%	97
2015 Q2	$1.13M	Hold	14,510	–	–	0.06%	94
2015 Q1	$1.13M	Sell	14,510 -499	-3%	-$41.5K	0.06%	104
2014 Q4	$1.4M	Hold	15,009	–	–	0.08%	96
2014 Q3	$1.31M	Buy	15,009 +400	+3%	+$36K	0.07%	102
2014 Q2	$1.39M	Sell	14,609 -445	-3%	-$40.1K	0.08%	100
2014 Q1	$1.35M	Sell	15,054 -19	-0.1%	-$1.7K	0.08%	81
2013 Q4	$1.37M	Hold	15,073	–	–	0.09%	80
2013 Q3	$1.14M	Buy	15,073 +41	+0.3%	+$3.08K	0.08%	74
2013 Q2	$1.12M	Buy	+15,032	New	+$1.07M	0.08%	70

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

DSA

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

Atherton Lane Advisers's AXP Position: Q4 2015 in Review

Atherton Lane Advisers reduced its American Express (AXP) stake by 14% in Q4 2015, selling an estimated $144K and leaving 11,972 shares worth $833K. The position accounts for 0.05% of the portfolio, ranked #112.

Atherton Lane Advisers first reported a position in AXP in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2014. 1,273 funds tracked by Wall St. Rank hold AXP as of Q4 2015.

Atherton Lane Advisers held 11,972 shares of American Express worth $833K as of Q4 2015.
Atherton Lane Advisers sold 1,978 American Express shares in Q4 2015, an estimated $144K.
American Express made up 0.05% of Atherton Lane Advisers's portfolio in Q4 2015, its #112 holding.
Atherton Lane Advisers first reported a position in American Express in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's American Express position peaked at $1.4M in Q4 2014.
1,273 funds tracked by Wall St. Rank held American Express as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.