CFP
AXP icon

Cornerstone Financial Partners’s American Express AXP Stock Holding History

Cornerstone Financial Partners’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
Q4 		$785K Buy
7,916
+1,788
+29% +$170K 0.26% 71
2017
Q3 		$551K Buy
6,128
+1,355
+28% +$116K 0.21% 73
2017
Q2 		$401K Buy
+4,773
New +$378K 0.16% 88

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $59.9B AUM 27.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cornerstone Financial Partners's AXP Position: Q4 2017 in Review

Cornerstone Financial Partners increased its American Express (AXP) stake by 29% in Q4 2017, buying an estimated $170K and bringing the position to 7,916 shares worth $785K. The position accounts for 0.26% of the portfolio, ranked #71.

Cornerstone Financial Partners first reported a position in AXP in Q2 2017 and has held it in 3 quarters since. 1,430 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • Cornerstone Financial Partners held 7,916 shares of American Express worth $785K as of Q4 2017.
  • Cornerstone Financial Partners bought 1,788 American Express shares in Q4 2017, an estimated $170K.
  • American Express made up 0.26% of Cornerstone Financial Partners's portfolio in Q4 2017, its #71 holding.
  • Cornerstone Financial Partners first reported a position in American Express in Q2 2017 and has held it in 3 quarters since.
  • 1,430 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.