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Curbstone Financial Management Corp’s American Express AXP Stock Holding History

Curbstone Financial Management Corp’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
2015
Q1 		– Sell
-2,169
Closed -$202K – 161
2014
Q4 		$202K Buy
+2,169
New +$194K 0.16% 144

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curbstone Financial Management Corp's AXP Position: Q1 2015 in Review

Curbstone Financial Management Corp sold out of American Express (AXP) in Q1 2015, closing a stake of 2,169 shares — an estimated $202K sold.

Curbstone Financial Management Corp first reported a position in AXP in Q4 2014 and held it in 1 quarter. The position peaked at $202K in Q4 2014. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

  • Curbstone Financial Management Corp reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 2,169 American Express shares in Q1 2015, an estimated $202K.
  • Curbstone Financial Management Corp first reported a position in American Express in Q4 2014 and held it in 1 quarter.
  • Curbstone Financial Management Corp's American Express position peaked at $202K in Q4 2014.
  • 1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Curbstone Financial Management Corp's 13F filing for Q1 2015, filed 16 Apr 2015.