CWH Capital Management’s American Express AXP Stock Holding History

CWH Capital 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
2015 Q1	–	Sell	-2,395	Closed	-$223K	–	55
2014 Q4	$223K	Hold	2,395	–	–	0.15%	53
2014 Q3	$210K	Hold	2,395	–	–	0.16%	44
2014 Q2	$227K	Hold	2,395	–	–	0.19%	42
2014 Q1	$216K	Buy	+2,395	New	+$214K	0.18%	42

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CWH Capital Management's AXP Position: Q1 2015 in Review

CWH Capital Management sold out of American Express (AXP) in Q1 2015, closing a stake of 2,395 shares — an estimated $223K sold.

CWH Capital Management first reported a position in AXP in Q1 2014 and held it in 4 quarters. The position peaked at $227K in Q2 2014. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

CWH Capital Management reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
CWH Capital Management sold 2,395 American Express shares in Q1 2015, an estimated $223K.
CWH Capital Management first reported a position in American Express in Q1 2014 and held it in 4 quarters.
CWH Capital Management's American Express position peaked at $227K in Q2 2014.
1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on CWH Capital Management's 13F filing for Q1 2015, filed 12 May 2015.