Columbia Partners Investment Management’s American Express AXP Stock Holding History

Columbia Partners Investment 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
2018 Q2	–	Sell	-69,520	Closed	-$6.48M	–	147
2018 Q1	$6.48M	Sell	69,520 -35,184	-34%	-$3.41M	0.83%	26
2017 Q4	$10.4M	Buy	104,704 +8,016	+8%	+$763K	1.38%	14
2017 Q3	$8.75M	Buy	96,688 +6,404	+7%	+$550K	1.15%	15
2017 Q2	$7.61M	Sell	90,284 -22,920	-20%	-$1.81M	0.97%	18
2017 Q1	$8.96M	Buy	113,204 +4,762	+4%	+$372K	1.14%	17
2016 Q4	$8.03M	Buy	108,442 +1,170	+1%	+$81K	0.72%	32
2016 Q3	$6.87M	Buy	107,272 +1,602	+2%	+$103K	0.54%	57
2016 Q2	$6.42M	Buy	+105,670	New	+$6.69M	0.48%	70
2016 Q1	–	Sell	-15,594	Closed	-$1.08M	–	328
2015 Q4	$1.08M	Buy	15,594 +1,515	+11%	+$110K	0.08%	239
2015 Q3	$1.04M	Buy	+14,079	New	+$1.08M	0.07%	241

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

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Columbia Partners Investment Management's AXP Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of American Express (AXP) in Q2 2018, closing a stake of 69,520 shares — an estimated $6.48M sold.

Columbia Partners Investment Management first reported a position in AXP in Q3 2015 and held it in 10 quarters. The position peaked at $10.4M in Q4 2017. 1,429 funds tracked by Wall St. Rank hold AXP as of Q2 2018.

Columbia Partners Investment Management reported no remaining American Express position as of Q2 2018 after selling out during the quarter.
Columbia Partners Investment Management sold 69,520 American Express shares in Q2 2018, an estimated $6.48M.
Columbia Partners Investment Management first reported a position in American Express in Q3 2015 and held it in 10 quarters.
Columbia Partners Investment Management's American Express position peaked at $10.4M in Q4 2017.
1,429 funds tracked by Wall St. Rank held American Express as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.