CAMG Solamere Management’s American Express AXP Stock Holding History

CAMG Solamere 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
2018 Q4	–	Sell	-2,930	Closed	-$312K	–	101
2018 Q3	$312K	Sell	2,930 -800	-21%	-$83.2K	0.16%	88
2018 Q2	$366K	Sell	3,730 -935	-20%	-$91.9K	0.18%	97
2018 Q1	$436K	Sell	4,665 -350	-7%	-$33.9K	0.2%	102
2017 Q4	$497K	Sell	5,015 -350	-7%	-$33.3K	0.22%	97
2017 Q3	$486K	Sell	5,365 -165	-3%	-$14.2K	0.24%	96
2017 Q2	$463K	Sell	5,530 -39	-0.7%	-$3.09K	0.26%	91
2017 Q1	$443K	Buy	5,569 +4	+0.1%	+$313	0.26%	93
2016 Q4	$411K	Buy	+5,565	New	+$385K	0.29%	92

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CAMG Solamere Management's AXP Position: Q4 2018 in Review

CAMG Solamere Management sold out of American Express (AXP) in Q4 2018, closing a stake of 2,930 shares — an estimated $312K sold.

CAMG Solamere Management first reported a position in AXP in Q4 2016 and held it in 8 quarters. The position peaked at $497K in Q4 2017. 1,524 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

CAMG Solamere Management reported no remaining American Express position as of Q4 2018 after selling out during the quarter.
CAMG Solamere Management sold 2,930 American Express shares in Q4 2018, an estimated $312K.
CAMG Solamere Management first reported a position in American Express in Q4 2016 and held it in 8 quarters.
CAMG Solamere Management's American Express position peaked at $497K in Q4 2017.
1,524 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on CAMG Solamere Management's 13F filing for Q4 2018, filed 14 Feb 2019.