BIG
AXP icon

Bellwether Investment Group’s American Express AXP Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-802
Closed -$63K – 112
2017
Q1 		$63K Sell
802
-71
-8% -$5.55K 0.17% 122
2016
Q4 		$65K Buy
+873
New +$60.4K 0.06% 237
2016
Q2 		$31K Buy
+510
New +$32.3K 0.03% 300

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Bellwether Investment Group's AXP Position: Q2 2017 in Review

Bellwether Investment Group sold out of American Express (AXP) in Q2 2017, closing a stake of 802 shares — an estimated $63K sold.

Bellwether Investment Group first reported a position in AXP in Q2 2016 and held it in 3 quarters. The position peaked at $65K in Q4 2016. 1,262 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

  • Bellwether Investment Group reported no remaining American Express position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 802 American Express shares in Q2 2017, an estimated $63K.
  • Bellwether Investment Group first reported a position in American Express in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's American Express position peaked at $65K in Q4 2016.
  • 1,262 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.