Constellation Wealth Advisors’s American Express AXP Stock Holding History

Constellation Wealth Advisors’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 Q2	–	Sell	-4,801	Closed	-$432K	–	198
2014 Q1	$432K	Sell	4,801 -330	-6%	-$29.5K	0.04%	151
2013 Q4	$465K	Sell	5,131 -200	-4%	-$16.4K	0.04%	154
2013 Q3	$403K	Buy	5,331 +500	+10%	+$37.6K	0.05%	153
2013 Q2	$361K	Buy	+4,831	New	+$344K	0.04%	155

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Constellation Wealth Advisors's AXP Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of American Express (AXP) in Q2 2014, closing a stake of 4,801 shares — an estimated $432K sold.

Constellation Wealth Advisors first reported a position in AXP in Q2 2013 and held it in 4 quarters. The position peaked at $465K in Q4 2013. 1,218 funds tracked by Wall St. Rank hold AXP as of Q2 2014.

Constellation Wealth Advisors reported no remaining American Express position as of Q2 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 4,801 American Express shares in Q2 2014, an estimated $432K.
Constellation Wealth Advisors first reported a position in American Express in Q2 2013 and held it in 4 quarters.
Constellation Wealth Advisors's American Express position peaked at $465K in Q4 2013.
1,218 funds tracked by Wall St. Rank held American Express as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.