CIBC Bank USA’s American Express AXP Stock Holding History

CIBC Bank USA’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 Q4	–	Sell	-1,822	Closed	-$216K	–	273
2019 Q3	$216K	Buy	+1,822	New	+$223K	0.03%	254
2018 Q1	–	Sell	-2,020	Closed	-$201K	–	260
2017 Q4	$201K	Buy	+2,020	New	+$192K	0.03%	255
2017 Q2	–	Sell	-7,232	Closed	-$572K	–	274
2017 Q1	$572K	Sell	7,232 -2,175	-23%	-$170K	0.08%	131
2016 Q4	$697K	Sell	9,407 -600	-6%	-$41.5K	0.1%	116
2016 Q3	$641K	Sell	10,007 -170	-2%	-$10.9K	0.1%	126
2016 Q2	$619K	Buy	10,177 +718	+8%	+$45.5K	0.1%	131
2016 Q1	$581K	Sell	9,459 -298	-3%	-$17.3K	0.1%	124
2015 Q4	$679K	Sell	9,757 -487	-5%	-$35.4K	0.12%	116
2015 Q3	$760K	Buy	10,244 +367	+4%	+$28.2K	0.14%	97
2015 Q2	$767K	Buy	9,877 +63	+0.6%	+$5K	0.13%	111
2015 Q1	$767K	Buy	9,814 +1,147	+13%	+$95.3K	0.14%	108
2014 Q4	$806K	Buy	8,667 +265	+3%	+$23.8K	0.14%	115
2014 Q3	$736K	Buy	8,402 +500	+6%	+$45K	0.15%	125
2014 Q2	$750K	Sell	7,902 -5,058	-39%	-$456K	0.14%	121
2014 Q1	$1.17M	Buy	12,960 +90	+0.7%	+$8.04K	0.24%	82
2013 Q4	$1.17M	Buy	12,870 +1,000	+8%	+$82.2K	0.26%	82
2013 Q3	$896K	Sell	11,870 -24,920	-68%	-$1.87M	0.22%	102
2013 Q2	$2.75M	Buy	+36,790	New	+$2.62M	0.16%	101

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIBC Bank USA's AXP Position: Q4 2019 in Review

CIBC Bank USA sold out of American Express (AXP) in Q4 2019, closing a stake of 1,822 shares — an estimated $216K sold.

CIBC Bank USA first reported a position in AXP in Q2 2013 and held it in 18 quarters. The position peaked at $2.75M in Q2 2013. 1,676 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

CIBC Bank USA reported no remaining American Express position as of Q4 2019 after selling out during the quarter.
CIBC Bank USA sold 1,822 American Express shares in Q4 2019, an estimated $216K.
CIBC Bank USA first reported a position in American Express in Q2 2013 and held it in 18 quarters.
CIBC Bank USA's American Express position peaked at $2.75M in Q2 2013.
1,676 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.