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Delpha Capital Management’s American Express AXP Stock Holding History

Delpha 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
2018
Q1 		– Sell
-1,394
Closed -$138K – 220
2017
Q4 		$138K Buy
+1,394
New +$133K 0.15% 94

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Delpha Capital Management's AXP Position: Q1 2018 in Review

Delpha Capital Management sold out of American Express (AXP) in Q1 2018, closing a stake of 1,394 shares — an estimated $138K sold.

Delpha Capital Management first reported a position in AXP in Q4 2017 and held it in 1 quarter. The position peaked at $138K in Q4 2017. 1,443 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

  • Delpha Capital Management reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 1,394 American Express shares in Q1 2018, an estimated $138K.
  • Delpha Capital Management first reported a position in American Express in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's American Express position peaked at $138K in Q4 2017.
  • 1,443 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.