Capital International Investors’s American Express AXP Stock Holding History

Capital International Investors’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 Q3	–	Sell	-779,000	Closed	-$65.6M	–	239
2017 Q2	$65.6M	Hold	779,000	–	–	0.09%	178
2017 Q1	$61.6M	Hold	779,000	–	–	0.08%	179
2016 Q4	$57.7M	Sell	779,000 -180,000	-19%	-$12.5M	0.08%	180
2016 Q3	$61.4M	Hold	959,000	–	–	0.09%	185
2016 Q2	$58.3M	Sell	959,000 -479,000	-33%	-$30.3M	0.09%	184
2016 Q1	$88.3M	Sell	1,438,000 -5,537,000	-79%	-$322M	0.14%	159
2015 Q4	$485M	Buy	6,975,000 +6,364,259	+1,042%	+$463M	0.75%	40
2015 Q3	$45.3M	Buy	+610,741	New	+$47M	0.08%	196

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

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

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

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

Capital International Investors's AXP Position: Q3 2017 in Review

Capital International Investors sold out of American Express (AXP) in Q3 2017, closing a stake of 779,000 shares — an estimated $65.6M sold.

Capital International Investors first reported a position in AXP in Q3 2015 and held it in 8 quarters. The position peaked at $485M in Q4 2015. 1,298 funds tracked by Wall St. Rank hold AXP as of Q3 2017.

Capital International Investors reported no remaining American Express position as of Q3 2017 after selling out during the quarter.
Capital International Investors sold 779,000 American Express shares in Q3 2017, an estimated $65.6M.
Capital International Investors first reported a position in American Express in Q3 2015 and held it in 8 quarters.
Capital International Investors's American Express position peaked at $485M in Q4 2015.
1,298 funds tracked by Wall St. Rank held American Express as of Q3 2017.

Based on Capital International Investors's 13F filing for Q3 2017, filed 14 Nov 2017.