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Bolton LP’s American Express AXP Stock Holding History

Bolton LP’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
2014
Q2 		– Sell
-6,770
Closed -$610K – 126
2014
Q1 		$610K Buy
6,770
+5,278
+354% +$471K 0.14% 92
2013
Q4 		$135K Buy
+1,492
New +$123K 0.03% 174

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bolton LP's AXP Position: Q2 2014 in Review

Bolton LP sold out of American Express (AXP) in Q2 2014, closing a stake of 6,770 shares — an estimated $610K sold.

Bolton LP first reported a position in AXP in Q4 2013 and held it in 2 quarters. The position peaked at $610K in Q1 2014. 1,220 funds tracked by Wall St. Rank hold AXP as of Q2 2014.

  • Bolton LP reported no remaining American Express position as of Q2 2014 after selling out during the quarter.
  • Bolton LP sold 6,770 American Express shares in Q2 2014, an estimated $610K.
  • Bolton LP first reported a position in American Express in Q4 2013 and held it in 2 quarters.
  • Bolton LP's American Express position peaked at $610K in Q1 2014.
  • 1,220 funds tracked by Wall St. Rank held American Express as of Q2 2014.

Based on Bolton LP's 13F filing for Q2 2014, filed 14 Aug 2014.