Bruderman Asset Management’s American Express AXP Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-564	Closed	-$62K	–	150
2019 Q1	$62K	Buy	564 +1	+0.2%	+$105	0.01%	242
2018 Q4	$54K	Buy	563 +365	+184%	+$38.2K	0.01%	232
2018 Q3	$21K	Hold	198	–	–	﹤0.01%	251
2018 Q2	$19K	Sell	198 -344	-63%	-$33.8K	﹤0.01%	270
2018 Q1	$51K	Buy	+542	New	+$52.5K	0.01%	195
2017 Q3	–	Sell	-562	Closed	-$47K	–	136
2017 Q2	$47K	Buy	+562	New	+$44.5K	0.01%	213
2017 Q1	–	Sell	-644	Closed	-$48K	–	131
2016 Q4	$48K	Hold	644	–	–	0.01%	201
2016 Q3	$41K	Hold	644	–	–	0.01%	218
2016 Q2	$39K	Hold	644	–	–	0.01%	219
2016 Q1	$40K	Hold	644	–	–	0.01%	215
2015 Q4	$45K	Buy	644 +1	+0.2%	+$73	0.02%	212
2015 Q3	$48K	Hold	643	–	–	0.02%	213
2015 Q2	$50K	Hold	643	–	–	0.02%	218
2015 Q1	$50K	Buy	+643	New	+$53.4K	0.02%	211

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Bruderman Asset Management's AXP Position: Q2 2019 in Review

Bruderman Asset Management sold out of American Express (AXP) in Q2 2019, closing a stake of 564 shares — an estimated $62K sold.

Bruderman Asset Management first reported a position in AXP in Q1 2015 and held it in 14 quarters. The position peaked at $62K in Q1 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

Bruderman Asset Management reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 564 American Express shares in Q2 2019, an estimated $62K.
Bruderman Asset Management first reported a position in American Express in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's American Express position peaked at $62K in Q1 2019.
1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.