BKA
AXP icon

Brick & Kyle Associates’s American Express AXP Stock Holding History

Brick & Kyle 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
2017
Q2 		– Sell
-205
Closed -$16K – 117
2017
Q1 		$16K Hold
205
– – 0.01% 303
2016
Q4 		$15K Hold
205
– – 0.01% 312
2016
Q3 		$13K Hold
205
– – 0.01% 319
2016
Q2 		$12K Hold
205
– – 0.01% 326
2016
Q1 		$13K Hold
205
– – 0.01% 317
2015
Q4 		$14K Hold
205
– – 0.01% 299
2015
Q3 		$15K Buy
+205
New +$15.8K 0.01% 297

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

Brick & Kyle Associates's AXP Position: Q2 2017 in Review

Brick & Kyle Associates sold out of American Express (AXP) in Q2 2017, closing a stake of 205 shares — an estimated $16K sold.

Brick & Kyle Associates first reported a position in AXP in Q3 2015 and held it in 7 quarters. The position peaked at $16K in Q1 2017. 1,262 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

  • Brick & Kyle Associates reported no remaining American Express position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 205 American Express shares in Q2 2017, an estimated $16K.
  • Brick & Kyle Associates first reported a position in American Express in Q3 2015 and held it in 7 quarters.
  • Brick & Kyle Associates's American Express position peaked at $16K in Q1 2017.
  • 1,262 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.