Beacon Capital Management Inc (Ohio)’s American Express AXP Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-17	Closed	-$1K	–	160
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	169
2015 Q4	$1K	Hold	17	–	–	﹤0.01%	212
2015 Q3	$1K	Hold	17	–	–	﹤0.01%	211
2015 Q2	$1K	Hold	17	–	–	﹤0.01%	227
2015 Q1	$1K	Hold	17	–	–	﹤0.01%	234
2014 Q4	$2K	Hold	17	–	–	﹤0.01%	198
2014 Q3	$1K	Hold	17	–	–	﹤0.01%	210
2014 Q2	$2K	Hold	17	–	–	﹤0.01%	208
2014 Q1	$2K	Hold	17	–	–	﹤0.01%	206
2013 Q4	$2K	Buy	+17	New	+$1.4K	﹤0.01%	199

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

Beacon Capital Management Inc (Ohio)'s AXP Position: Q2 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of American Express (AXP) in Q2 2016, closing a stake of 17 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in AXP in Q4 2013 and held it in 10 quarters. The position peaked at $2K in Q4 2014. 1,183 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

Beacon Capital Management Inc (Ohio) reported no remaining American Express position as of Q2 2016 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 17 American Express shares in Q2 2016, an estimated $1K.
Beacon Capital Management Inc (Ohio) first reported a position in American Express in Q4 2013 and held it in 10 quarters.
Beacon Capital Management Inc (Ohio)'s American Express position peaked at $2K in Q4 2014.
1,183 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2016, filed 8 Jul 2016.