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Bush ODonnell Investment Advisors’s American Express AXP Stock Holding History

Bush ODonnell Investment Advisors’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
Q1 		– Sell
-88,427
Closed -$6.55M – 51
2016
Q4 		$6.55M Sell
88,427
-1,330
-1% -$92.1K 4.37% 15
2016
Q3 		$5.75M Sell
89,757
-1,607
-2% -$103K 3.84% 15
2016
Q2 		$5.55M Sell
91,364
-1,455
-2% -$92.2K 3.7% 15
2016
Q1 		$5.7M Buy
92,819
+7,075
+8% +$412K 3.89% 15
2015
Q4 		$5.96M Sell
85,744
-1,661
-2% -$121K 4.14% 14
2015
Q3 		$6.48M Sell
87,405
-3,710
-4% -$285K 4.58% 13
2015
Q2 		$7.08M Sell
91,115
-1,004
-1% -$79.7K 4.34% 15
2015
Q1 		$7.2M Sell
92,119
-10,219
-10% -$849K 4.27% 15
2014
Q4 		$9.52M Sell
102,338
-615
-0.6% -$55.1K 5.14% 11
2014
Q3 		$9.01M Sell
102,953
-991
-1% -$89.2K 5.26% 10
2014
Q2 		$9.86M Sell
103,944
-11,624
-10% -$1.05M 5.55% 4
2014
Q1 		$10.4M Buy
115,568
+2,190
+2% +$196K 5.34% 6
2013
Q4 		$10.3M Sell
113,378
-33,598
-23% -$2.76M 5.43% 5
2013
Q3 		$11.1M Sell
146,976
-565
-0.4% -$42.5K 5.34% 7
2013
Q2 		$11M Buy
+147,541
New +$10.5M 5.5% 6

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bush ODonnell Investment Advisors's AXP Position: Q1 2017 in Review

Bush ODonnell Investment Advisors sold out of American Express (AXP) in Q1 2017, closing a stake of 88,427 shares — an estimated $6.55M sold.

Bush ODonnell Investment Advisors first reported a position in AXP in Q2 2013 and held it in 15 quarters. The position peaked at $11.1M in Q3 2013. 1,255 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

  • Bush ODonnell Investment Advisors reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
  • Bush ODonnell Investment Advisors sold 88,427 American Express shares in Q1 2017, an estimated $6.55M.
  • Bush ODonnell Investment Advisors first reported a position in American Express in Q2 2013 and held it in 15 quarters.
  • Bush ODonnell Investment Advisors's American Express position peaked at $11.1M in Q3 2013.
  • 1,255 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Bush ODonnell Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.