Bridgewater Wealth & Financial Management’s American Express AXP Stock Holding History

Bridgewater Wealth & Financial Management’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 Q4	$11.2M	Sell	112,713 -2,750	-2%	-$262K	4.47%	6
2017 Q3	$10.4M	Sell	115,463 -1,714	-1%	-$147K	4.28%	5
2017 Q2	$9.87M	Buy	117,177 +4,973	+4%	+$393K	3.29%	4
2017 Q1	$8.88M	Sell	112,204 -274	-0.2%	-$21.4K	3.25%	5
2016 Q4	$8.33M	Sell	112,478 -2,596	-2%	-$180K	3.15%	6
2016 Q3	$7.37M	Buy	115,074 +1,244	+1%	+$79.9K	2.72%	14
2016 Q2	$6.92M	Buy	113,830 +4,301	+4%	+$272K	2.49%	16
2016 Q1	$6.72M	Buy	+109,529	New	+$6.37M	2.44%	19

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

Bridgewater Wealth & Financial Management's AXP Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management reduced its American Express (AXP) stake by 2.4% in Q4 2017, selling an estimated $262K and leaving 112,713 shares worth $11.2M. The position accounts for 4.47% of the portfolio, ranked #6.

Bridgewater Wealth & Financial Management first reported a position in AXP in Q1 2016 and has held it in 8 quarters since. 1,429 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

Bridgewater Wealth & Financial Management held 112,713 shares of American Express worth $11.2M as of Q4 2017.
Bridgewater Wealth & Financial Management sold 2,750 American Express shares in Q4 2017, an estimated $262K.
American Express made up 4.47% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #6 holding.
Bridgewater Wealth & Financial Management first reported a position in American Express in Q1 2016 and has held it in 8 quarters since.
1,429 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.