D. Scott Neal’s American Express AXP Stock Holding History

D. Scott Neal’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	-125	Closed	-$11K	–	166
2017 Q3	$11K	Buy	+125	New	+$10.7K	0.01%	129

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

D. Scott Neal's AXP Position: Q4 2017 in Review

D. Scott Neal sold out of American Express (AXP) in Q4 2017, closing a stake of 125 shares — an estimated $11K sold.

D. Scott Neal first reported a position in AXP in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 1,430 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

D. Scott Neal reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
D. Scott Neal sold 125 American Express shares in Q4 2017, an estimated $11K.
D. Scott Neal first reported a position in American Express in Q3 2017 and held it in 1 quarter.
D. Scott Neal's American Express position peaked at $11K in Q3 2017.
1,430 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on D. Scott Neal's 13F filing for Q4 2017, filed 16 Feb 2018.