Buckingham Capital Management (New York)’s American Express AXP Stock Holding History

Buckingham Capital Management (New York)’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
2015 Q3	–	Sell	-56,666	Closed	-$4.4M	–	96
2015 Q2	$4.4M	Sell	56,666 -146	-0.3%	-$11.6K	0.36%	82
2015 Q1	$4.44M	Buy	56,812 +435	+0.8%	+$36.1K	0.39%	81
2014 Q4	$5.25M	Buy	56,377 +1,725	+3%	+$155K	0.46%	73
2014 Q3	$4.78M	Sell	54,652 -319	-0.6%	-$28.7K	0.42%	84
2014 Q2	$5.21M	Sell	54,971 -2,330	-4%	-$210K	0.42%	83
2014 Q1	$5.16M	Sell	57,301 -2,990	-5%	-$267K	0.48%	70
2013 Q4	$5.47M	Sell	60,291 -29,000	-32%	-$2.38M	0.55%	68
2013 Q3	$6.74M	Buy	89,291 +300	+0.3%	+$22.6K	0.66%	56
2013 Q2	$6.65M	Buy	+88,991	New	+$6.33M	0.63%	55

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Buckingham Capital Management (New York)'s AXP Position: Q3 2015 in Review

Buckingham Capital Management (New York) sold out of American Express (AXP) in Q3 2015, closing a stake of 56,666 shares — an estimated $4.4M sold.

Buckingham Capital Management (New York) first reported a position in AXP in Q2 2013 and held it in 9 quarters. The position peaked at $6.74M in Q3 2013. 1,279 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

Buckingham Capital Management (New York) reported no remaining American Express position as of Q3 2015 after selling out during the quarter.
Buckingham Capital Management (New York) sold 56,666 American Express shares in Q3 2015, an estimated $4.4M.
Buckingham Capital Management (New York) first reported a position in American Express in Q2 2013 and held it in 9 quarters.
Buckingham Capital Management (New York)'s American Express position peaked at $6.74M in Q3 2013.
1,279 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Buckingham Capital Management (New York)'s 13F filing for Q3 2015, filed 16 Nov 2015.