Bridges Investment Counsel’s American Express AXP Stock Holding History

Bridges Investment Counsel’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 Q3	–	Sell	-2,800	Closed	-$235K	–	129
2017 Q2	$235K	Buy	+2,800	New	+$222K	0.05%	138
2017 Q1	–	Sell	-2,900	Closed	-$214K	–	122
2016 Q4	$214K	Buy	+2,900	New	+$201K	0.05%	138
2016 Q2	–	Sell	-5,475	Closed	-$336K	–	140
2016 Q1	$336K	Sell	5,475 -34,760	-86%	-$2.02M	0.07%	128
2015 Q4	$3.13M	Hold	40,235	–	–	0.54%	46
2015 Q3	$3.13M	Buy	40,235 +20,910	+108%	+$1.61M	0.54%	46
2015 Q2	$1.5M	Buy	19,325 +6,600	+52%	+$524K	0.35%	76
2015 Q1	$994K	Buy	12,725 +5,075	+66%	+$422K	0.23%	96
2014 Q4	$712K	Buy	7,650 +1,700	+29%	+$152K	0.16%	110
2014 Q3	$521K	Hold	5,950	–	–	0.12%	120
2014 Q2	$564K	Buy	5,950 +250	+4%	+$22.5K	0.13%	121
2014 Q1	$513K	Buy	5,700 +200	+4%	+$17.9K	0.12%	118
2013 Q4	$499K	Hold	5,500	–	–	0.11%	120
2013 Q3	$416K	Sell	5,500 -100	-2%	-$7.52K	0.1%	126
2013 Q2	$419K	Buy	+5,600	New	+$398K	0.11%	122

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bridges Investment Counsel's AXP Position: Q3 2017 in Review

Bridges Investment Counsel sold out of American Express (AXP) in Q3 2017, closing a stake of 2,800 shares — an estimated $235K sold.

Bridges Investment Counsel first reported a position in AXP in Q2 2013 and held it in 14 quarters. The position peaked at $3.13M in Q4 2015. 1,298 funds tracked by Wall St. Rank hold AXP as of Q3 2017.

Bridges Investment Counsel reported no remaining American Express position as of Q3 2017 after selling out during the quarter.
Bridges Investment Counsel sold 2,800 American Express shares in Q3 2017, an estimated $235K.
Bridges Investment Counsel first reported a position in American Express in Q2 2013 and held it in 14 quarters.
Bridges Investment Counsel's American Express position peaked at $3.13M in Q4 2015.
1,298 funds tracked by Wall St. Rank held American Express as of Q3 2017.

Based on Bridges Investment Counsel's 13F filing for Q3 2017, filed 5 Oct 2017.