Catamount Wealth Management’s American Express AXP Stock Holding History

Catamount Wealth 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
2019 Q1	$44K	Hold	401	–	–	0.03%	91
2018 Q4	$41K	Hold	401	–	–	0.03%	75
2018 Q3	$43K	Hold	401	–	–	0.02%	87
2018 Q2	$41K	Hold	401	–	–	0.02%	84
2018 Q1	$37K	Hold	401	–	–	0.02%	88
2017 Q4	$40K	Sell	401 -50	-11%	-$4.76K	0.02%	86
2017 Q3	$41K	Sell	451 -50	-10%	-$4.3K	0.02%	86
2017 Q2	$42K	Hold	501	–	–	0.03%	92
2017 Q1	$40K	Hold	501	–	–	0.03%	87
2016 Q4	$37K	Hold	501	–	–	0.03%	75
2016 Q3	$31K	Hold	501	–	–	0.03%	81
2016 Q2	$30K	Hold	501	–	–	0.03%	56
2016 Q1	$31K	Sell	501 -472	-49%	-$27.5K	0.04%	59
2015 Q4	$68K	Sell	973 -570	-37%	-$41.5K	0.06%	44
2015 Q3	$114K	Hold	1,543	–	–	0.11%	25
2015 Q2	$120K	Sell	1,543 -198	-11%	-$15.7K	0.09%	39
2015 Q1	$136K	Sell	1,741 -733	-30%	-$60.9K	0.11%	35
2014 Q4	$230K	Buy	+2,474	New	+$222K	0.22%	29

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

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

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

Catamount Wealth Management's AXP Position: Q1 2019 in Review

Catamount Wealth Management held its American Express (AXP) position steady in Q1 2019 at 401 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #91.

Catamount Wealth Management first reported a position in AXP in Q4 2014 and has held it in 18 quarters since. The position peaked at $230K in Q4 2014. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

Catamount Wealth Management held 401 shares of American Express worth $44K as of Q1 2019.
Catamount Wealth Management left its American Express share count unchanged in Q1 2019.
American Express made up 0.03% of Catamount Wealth Management's portfolio in Q1 2019, its #91 holding.
Catamount Wealth Management first reported a position in American Express in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's American Express position peaked at $230K in Q4 2014.
1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.