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Cavalier Investments’s American Express AXP Stock Holding History

Cavalier Investments’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
Q1 		– Sell
-4,200
Closed -$417K – 169
2017
Q4 		$417K Buy
+4,200
New +$400K 0.17% 101

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Cavalier Investments's AXP Position: Q1 2018 in Review

Cavalier Investments sold out of American Express (AXP) in Q1 2018, closing a stake of 4,200 shares — an estimated $417K sold.

Cavalier Investments first reported a position in AXP in Q4 2017 and held it in 1 quarter. The position peaked at $417K in Q4 2017. 1,443 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

  • Cavalier Investments reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
  • Cavalier Investments sold 4,200 American Express shares in Q1 2018, an estimated $417K.
  • Cavalier Investments first reported a position in American Express in Q4 2017 and held it in 1 quarter.
  • Cavalier Investments's American Express position peaked at $417K in Q4 2017.
  • 1,443 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.