Ayalon Insurance Company’s American Express AXP Stock Holding History

Ayalon Insurance Company’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 Q2	–	Sell	-20,155	Closed	-$1.23M	–	90
2016 Q1	$1.23M	Buy	20,155 +5,655	+39%	+$329K	1.03%	20
2015 Q4	$1.01M	Hold	14,500	–	–	0.85%	28
2015 Q3	$1.11M	Buy	14,500 +2,245	+18%	+$173K	0.92%	24
2015 Q2	$965K	Hold	12,255	–	–	0.69%	31
2015 Q1	$957K	Buy	+12,255	New	+$1.02M	0.58%	39

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

Ayalon Insurance Company's AXP Position: Q2 2016 in Review

Ayalon Insurance Company sold out of American Express (AXP) in Q2 2016, closing a stake of 20,155 shares — an estimated $1.23M sold.

Ayalon Insurance Company first reported a position in AXP in Q1 2015 and held it in 5 quarters. The position peaked at $1.23M in Q1 2016. 1,184 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

Ayalon Insurance Company reported no remaining American Express position as of Q2 2016 after selling out during the quarter.
Ayalon Insurance Company sold 20,155 American Express shares in Q2 2016, an estimated $1.23M.
Ayalon Insurance Company first reported a position in American Express in Q1 2015 and held it in 5 quarters.
Ayalon Insurance Company's American Express position peaked at $1.23M in Q1 2016.
1,184 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on Ayalon Insurance Company's 13F filing for Q2 2016, filed 1 Aug 2016.