Cypress Wealth Advisors’s American Express AXP Stock Holding History

Cypress Wealth 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 Q4	–	Sell	-3,512	Closed	-$318K	–	85
2017 Q3	$318K	Sell	3,512 -112	-3%	-$9.63K	0.51%	43
2017 Q2	$305K	Sell	3,624 -4,590	-56%	-$363K	0.36%	59
2017 Q1	$650K	Buy	8,214 +260	+3%	+$20.3K	0.3%	74
2016 Q4	$589K	Sell	7,954 -237	-3%	-$16.4K	0.27%	82
2016 Q3	$525K	Buy	8,191 +144	+2%	+$9.25K	0.24%	93
2016 Q2	$489K	Sell	8,047 -2	-0%	-$127	0.24%	93
2016 Q1	$494K	Sell	8,049 -1,390	-15%	-$80.9K	0.23%	97
2015 Q4	$656K	Buy	9,439 +68	+0.7%	+$4.95K	0.33%	66
2015 Q3	$695K	Hold	9,371	–	–	0.38%	60
2015 Q2	$729K	Buy	+9,371	New	+$743K	0.43%	59

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cypress Wealth Advisors's AXP Position: Q4 2017 in Review

Cypress Wealth Advisors sold out of American Express (AXP) in Q4 2017, closing a stake of 3,512 shares — an estimated $318K sold.

Cypress Wealth Advisors first reported a position in AXP in Q2 2015 and held it in 10 quarters. The position peaked at $729K in Q2 2015. 1,429 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

Cypress Wealth Advisors reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,512 American Express shares in Q4 2017, an estimated $318K.
Cypress Wealth Advisors first reported a position in American Express in Q2 2015 and held it in 10 quarters.
Cypress Wealth Advisors's American Express position peaked at $729K in Q2 2015.
1,429 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Cypress Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.