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Country Fund Management’s American Express AXP Stock Holding History

Country Fund 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
2013
Q3 		$3.35M Sell
44,300
-15,700
-26% -$1.18M 1.3% 33
2013
Q2 		$4.49M Buy
+60,000
New +$4.27M 1.51% 27

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Country Fund Management's AXP Position: Q3 2013 in Review

Country Fund Management reduced its American Express (AXP) stake by 26% in Q3 2013, selling an estimated $1.18M and leaving 44,300 shares worth $3.35M. The position accounts for 1.3% of the portfolio, ranked #33.

Country Fund Management first reported a position in AXP in Q2 2013 and has held it in 2 quarters since. The position peaked at $4.49M in Q2 2013. 1,115 funds tracked by Wall St. Rank hold AXP as of Q3 2013.

  • Country Fund Management held 44,300 shares of American Express worth $3.35M as of Q3 2013.
  • Country Fund Management sold 15,700 American Express shares in Q3 2013, an estimated $1.18M.
  • American Express made up 1.3% of Country Fund Management's portfolio in Q3 2013, its #33 holding.
  • Country Fund Management first reported a position in American Express in Q2 2013 and has held it in 2 quarters since.
  • Country Fund Management's American Express position peaked at $4.49M in Q2 2013.
  • 1,115 funds tracked by Wall St. Rank held American Express as of Q3 2013.

Based on Country Fund Management's 13F filing for Q3 2013, filed 5 Nov 2013.