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Bach Option’s American Express AXP Stock Holding History

Bach Option’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
Q4 		– Sell
-11,000
Closed -$704K – 168
2016
Q3 		$704K Sell
11,000
-3,000
-21% -$193K 0.33% 88
2016
Q2 		$851K Hold
14,000
– – 0.34% 67
2016
Q1 		$860K Buy
+14,000
New +$814K 0.52% 56

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
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

Bach Option's AXP Position: Q2 2016 in Review

Bach Option sold out of American Express (AXP) in Q2 2016, closing a stake of 4,324 shares — an estimated $274K sold.

Bach Option first reported a position in AXP in Q1 2016 and held it in 1 quarter. The position peaked at $265K in Q1 2016. 1,183 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

  • Bach Option reported no remaining American Express position as of Q2 2016 after selling out during the quarter.
  • Bach Option sold 4,324 American Express shares in Q2 2016, an estimated $274K.
  • Bach Option first reported a position in American Express in Q1 2016 and held it in 1 quarter.
  • Bach Option's American Express position peaked at $265K in Q1 2016.
  • 1,183 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on Bach Option's 13F filing for Q2 2016, filed 4 Aug 2016.