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Braun-Bostich & Associates’s American Express AXP Stock Holding History

Braun-Bostich & Associates’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
2019
Q1 		– Sell
-119
Closed -$11K – 324
2018
Q4 		$11K Hold
119
– – 0.01% 250
2018
Q3 		$13K Hold
119
– – 0.01% 254
2018
Q2 		$12K Hold
119
– – 0.01% 244
2018
Q1 		$11K Hold
119
– – 0.01% 250
2017
Q4 		$12K Buy
+119
New +$11.3K 0.01% 234

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Braun-Bostich & Associates's AXP Position: Q1 2019 in Review

Braun-Bostich & Associates sold out of American Express (AXP) in Q1 2019, closing a stake of 119 shares — an estimated $11K sold.

Braun-Bostich & Associates first reported a position in AXP in Q4 2017 and held it in 5 quarters. The position peaked at $13K in Q3 2018. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

  • Braun-Bostich & Associates reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
  • Braun-Bostich & Associates sold 119 American Express shares in Q1 2019, an estimated $11K.
  • Braun-Bostich & Associates first reported a position in American Express in Q4 2017 and held it in 5 quarters.
  • Braun-Bostich & Associates's American Express position peaked at $13K in Q3 2018.
  • 1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Braun-Bostich & Associates's 13F filing for Q1 2019, filed 9 May 2019.