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CT Financial Advisors’s American Express AXP Stock Holding History

CT Financial 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
2017
Q1 		$28.4K Hold
359
– – 0.02% 320
2016
Q4 		$26.6K Hold
359
– – 0.02% 326
2016
Q3 		$23K Hold
359
– – 0.01% 338
2016
Q2 		$21.8K Buy
359
+159
+80% +$10.1K 0.01% 342
2016
Q1 		$12.3K Hold
200
– – 0.01% 423
2015
Q4 		$13.9K Hold
200
– – 0.01% 418
2015
Q3 		$14.8K Hold
200
– – 0.01% 411
2015
Q2 		$15.5K Hold
200
– – 0.01% 420
2015
Q1 		$15.6K Hold
200
– – 0.01% 417
2014
Q4 		$18.6K Buy
+200
New +$17.9K 0.01% 323
2014
Q1 		$15.6K Buy
+200
New +$17.9K 0.01% 417

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

CT Financial Advisors's AXP Position: Q1 2017 in Review

CT Financial Advisors held its American Express (AXP) position steady in Q1 2017 at 359 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #320.

CT Financial Advisors first reported a position in AXP in Q1 2014 and has held it in 11 quarters since. 1,253 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

  • CT Financial Advisors held 359 shares of American Express worth $28.4K as of Q1 2017.
  • CT Financial Advisors left its American Express share count unchanged in Q1 2017.
  • American Express made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #320 holding.
  • CT Financial Advisors first reported a position in American Express in Q1 2014 and has held it in 11 quarters since.
  • 1,253 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.