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Champlain Investment Partners’s American Express AXP Stock Holding History

Champlain Investment Partners’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
2016
Q4 		– Sell
-3,500
Closed -$224K – 123
2016
Q3 		$224K Hold
3,500
– – ﹤0.01% 137
2016
Q2 		$213K Hold
3,500
– – ﹤0.01% 137
2016
Q1 		$215K Buy
+3,500
New +$204K ﹤0.01% 151

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Champlain Investment Partners's AXP Position: Q4 2016 in Review

Champlain Investment Partners sold out of American Express (AXP) in Q4 2016, closing a stake of 3,500 shares — an estimated $224K sold.

Champlain Investment Partners first reported a position in AXP in Q1 2016 and held it in 3 quarters. The position peaked at $224K in Q3 2016. 1,256 funds tracked by Wall St. Rank hold AXP as of Q4 2016.

  • Champlain Investment Partners reported no remaining American Express position as of Q4 2016 after selling out during the quarter.
  • Champlain Investment Partners sold 3,500 American Express shares in Q4 2016, an estimated $224K.
  • Champlain Investment Partners first reported a position in American Express in Q1 2016 and held it in 3 quarters.
  • Champlain Investment Partners's American Express position peaked at $224K in Q3 2016.
  • 1,256 funds tracked by Wall St. Rank held American Express as of Q4 2016.

Based on Champlain Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.