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BancorpSouth’s American Express AXP Stock Holding History

BancorpSouth’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
2017
Q3 		$2.67M Sell
29,573
-231
-0.8% -$19.9K 0.26% 54
2017
Q2 		$2.51M Sell
29,804
-199
-0.7% -$15.7K 0.26% 56
2017
Q1 		$2.37M Buy
30,003
+114
+0.4% +$8.91K 0.25% 55
2016
Q4 		$2.21M Buy
29,889
+1,776
+6% +$123K 0.25% 59
2016
Q3 		$1.8M Buy
28,113
+385
+1% +$24.7K 0.19% 68
2016
Q2 		$1.69M Sell
27,728
-25
-0.1% -$1.58K 0.19% 74
2016
Q1 		$1.7M Buy
27,753
+13,835
+99% +$805K 0.2% 72
2015
Q4 		$968K Sell
13,918
-145
-1% -$10.6K 0.12% 95
2015
Q3 		$1.04M Sell
14,063
-200
-1% -$15.4K 0.13% 89
2015
Q2 		$1.11M Hold
14,263
– – 0.12% 86
2015
Q1 		$1.11M Sell
14,263
-1,242
-8% -$103K 0.12% 86
2014
Q4 		$1.44M Buy
15,505
+4,516
+41% +$405K 0.16% 64
2014
Q3 		$962K Sell
10,989
-52
-0.5% -$4.68K 0.1% 86
2014
Q2 		$1.05M Buy
11,041
+73
+0.7% +$6.58K 0.11% 79
2014
Q1 		$987K Sell
10,968
-370
-3% -$33.1K 0.11% 80
2013
Q4 		$1.03M Sell
11,338
-264
-2% -$21.7K 0.11% 69
2013
Q3 		$876K Sell
11,602
-853
-7% -$64.2K 0.1% 69
2013
Q2 		$931K Buy
+12,455
New +$886K 0.11% 61

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BancorpSouth's AXP Position: Q3 2017 in Review

BancorpSouth reduced its American Express (AXP) stake by 0.78% in Q3 2017, selling an estimated $19.9K and leaving 29,573 shares worth $2.67M. The position accounts for 0.26% of the portfolio, ranked #54.

BancorpSouth first reported a position in AXP in Q2 2013 and has held it in 18 quarters since. 1,298 funds tracked by Wall St. Rank hold AXP as of Q3 2017.

  • BancorpSouth held 29,573 shares of American Express worth $2.67M as of Q3 2017.
  • BancorpSouth sold 231 American Express shares in Q3 2017, an estimated $19.9K.
  • American Express made up 0.26% of BancorpSouth's portfolio in Q3 2017, its #54 holding.
  • BancorpSouth first reported a position in American Express in Q2 2013 and has held it in 18 quarters since.
  • 1,298 funds tracked by Wall St. Rank held American Express as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.