Buffington Mohr McNeal’s American Express AXP Stock Holding History

Buffington Mohr McNeal’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	-1,155	Closed	-$126K	–	133
2019 Q1	$126K	Buy	+1,155	New	+$121K	0.04%	136
2014 Q3	–	Sell	-24,970	Closed	-$2.37M	–	77
2014 Q2	$2.37M	Sell	24,970 -160	-0.6%	-$14.4K	1.31%	20
2014 Q1	$2.26M	Sell	25,130 -250	-1%	-$22.3K	1.35%	20
2013 Q4	$2.3M	Sell	25,380 -375	-1%	-$30.8K	1.42%	18
2013 Q3	$1.95M	Hold	25,755	–	–	1.22%	19
2013 Q2	$1.93M	Buy	+25,755	New	+$1.83M	1.28%	21

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

Buffington Mohr McNeal's AXP Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of American Express (AXP) in Q2 2019, closing a stake of 1,155 shares — an estimated $126K sold.

Buffington Mohr McNeal first reported a position in AXP in Q2 2013 and held it in 6 quarters. The position peaked at $2.37M in Q2 2014. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

Buffington Mohr McNeal reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
Buffington Mohr McNeal sold 1,155 American Express shares in Q2 2019, an estimated $126K.
Buffington Mohr McNeal first reported a position in American Express in Q2 2013 and held it in 6 quarters.
Buffington Mohr McNeal's American Express position peaked at $2.37M in Q2 2014.
1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.