CCI
AXP icon

Columbus Circle Investors’s American Express AXP Stock Holding History

Columbus Circle Investors’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
2014
Q4 		– Sell
-2,020,954
Closed -$177M – 294
2014
Q3 		$177M Sell
2,020,954
-31,761
-2% -$2.86M 1.27% 22
2014
Q2 		$195M Sell
2,052,715
-1,379
-0.1% -$124K 1.33% 19
2014
Q1 		$185M Buy
2,054,094
+1,055,235
+106% +$94.3M 1.23% 19
2013
Q4 		$90.6M Buy
+998,859
New +$82.1M 0.62% 54

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Columbus Circle Investors's AXP Position: Q4 2014 in Review

Columbus Circle Investors sold out of American Express (AXP) in Q4 2014, closing a stake of 2,020,954 shares — an estimated $177M sold.

Columbus Circle Investors first reported a position in AXP in Q4 2013 and held it in 4 quarters. The position peaked at $195M in Q2 2014. 1,319 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Columbus Circle Investors reported no remaining American Express position as of Q4 2014 after selling out during the quarter.
  • Columbus Circle Investors sold 2,020,954 American Express shares in Q4 2014, an estimated $177M.
  • Columbus Circle Investors first reported a position in American Express in Q4 2013 and held it in 4 quarters.
  • Columbus Circle Investors's American Express position peaked at $195M in Q2 2014.
  • 1,319 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Columbus Circle Investors's 13F filing for Q4 2014, filed 5 Feb 2015.