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Concert Wealth Management’s American Express AXP Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-11,186
Closed -$835K – 173
2017
Q1 		$835K Sell
11,186
-46
-0.4% -$3.6K 0.19% 157
2016
Q4 		$838K Sell
11,232
-10,932
-49% -$757K 0.19% 165
2016
Q3 		$1.42M Sell
22,164
-274
-1% -$17.6K 0.17% 148
2016
Q2 		$1.36M Buy
22,438
+854
+4% +$54.1K 0.18% 150
2016
Q1 		$1.32M Buy
21,584
+1,160
+6% +$67.5K 0.18% 149
2015
Q4 		$1.41M Sell
20,424
-6,909
-25% -$503K 0.19% 133
2015
Q3 		$2.03M Buy
27,333
+1,466
+6% +$113K 0.28% 83
2015
Q2 		$2.03M Sell
25,867
-2,045
-7% -$162K 0.26% 89
2015
Q1 		$1.57M Sell
27,912
-5,544
-17% -$461K 0.45% 52
2014
Q4 		$3.12M Buy
33,456
+5,194
+18% +$466K 0.48% 39
2014
Q3 		$2.47M Buy
28,262
+1,584
+6% +$143K 0.33% 29
2014
Q2 		$2.4M Buy
26,678
+2,599
+11% +$234K 0.29% 35
2014
Q1 		$2.18M Buy
24,079
+7,556
+46% +$675K 0.27% 40
2013
Q4 		$1.5M Sell
16,523
-4,150
-20% -$341K 0.19% 79
2013
Q3 		$1.55M Buy
20,673
+5,065
+32% +$381K 0.22% 65
2013
Q2 		$1.16M Buy
+15,608
New +$1.11M 0.17% 82

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Concert Wealth Management's AXP Position: Q2 2017 in Review

Concert Wealth Management sold out of American Express (AXP) in Q2 2017, closing a stake of 11,186 shares — an estimated $835K sold.

Concert Wealth Management first reported a position in AXP in Q2 2013 and held it in 16 quarters. The position peaked at $3.12M in Q4 2014. 1,262 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

  • Concert Wealth Management reported no remaining American Express position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 11,186 American Express shares in Q2 2017, an estimated $835K.
  • Concert Wealth Management first reported a position in American Express in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's American Express position peaked at $3.12M in Q4 2014.
  • 1,262 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.