Curian Capital’s American Express AXP Stock Holding History

Curian Capital’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 Q4	–	Sell	-20,591	Closed	-$1.53M	–	484
2015 Q3	$1.53M	Sell	20,591 -149,090	-88%	-$11.5M	0.04%	292
2015 Q2	$13.2M	Sell	169,681 -10,442	-6%	-$828K	0.22%	116
2015 Q1	$14.1M	Sell	180,123 -1,893	-1%	-$157K	0.24%	105
2014 Q4	$16.9M	Sell	182,016 -7	-0%	-$628	0.29%	81
2014 Q3	$15.9M	Buy	182,023 +13,563	+8%	+$1.22M	0.28%	82
2014 Q2	$16M	Sell	168,460 -2,034	-1%	-$183K	0.28%	84
2014 Q1	$15.3M	Sell	170,494 -51,154	-23%	-$4.57M	0.27%	78
2013 Q4	$20.1M	Buy	221,648 +12,302	+6%	+$1.01M	0.36%	49
2013 Q3	$15.8M	Buy	209,346 +8,210	+4%	+$618K	0.28%	60
2013 Q2	$15M	Buy	+201,136	New	+$14.3M	0.27%	61

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

DSA

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

Curian Capital's AXP Position: Q4 2015 in Review

Curian Capital sold out of American Express (AXP) in Q4 2015, closing a stake of 20,591 shares — an estimated $1.53M sold.

Curian Capital first reported a position in AXP in Q2 2013 and held it in 10 quarters. The position peaked at $20.1M in Q4 2013. 1,273 funds tracked by Wall St. Rank hold AXP as of Q4 2015.

Curian Capital reported no remaining American Express position as of Q4 2015 after selling out during the quarter.
Curian Capital sold 20,591 American Express shares in Q4 2015, an estimated $1.53M.
Curian Capital first reported a position in American Express in Q2 2013 and held it in 10 quarters.
Curian Capital's American Express position peaked at $20.1M in Q4 2013.
1,273 funds tracked by Wall St. Rank held American Express as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.