Delphi Private Advisors’s American Express AXP Stock Holding History

Delphi Private 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 Q1	–	Sell	-95	Closed	-$7K	–	113
2016 Q4	$7K	Sell	95 -64	-40%	-$4.43K	0.01%	117
2016 Q3	$10K	Buy	159 +17	+12%	+$1.09K	0.02%	107
2016 Q2	$9K	Sell	142 -2	-1%	-$127	0.02%	145
2016 Q1	$9K	Sell	144 -12	-8%	-$698	0.02%	150
2015 Q4	$11K	Buy	+156	New	+$11.4K	0.02%	145

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

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

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

DSA

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

Delphi Private Advisors's AXP Position: Q1 2017 in Review

Delphi Private Advisors sold out of American Express (AXP) in Q1 2017, closing a stake of 95 shares — an estimated $7K sold.

Delphi Private Advisors first reported a position in AXP in Q4 2015 and held it in 5 quarters. The position peaked at $11K in Q4 2015. 1,253 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

Delphi Private Advisors reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 95 American Express shares in Q1 2017, an estimated $7K.
Delphi Private Advisors first reported a position in American Express in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's American Express position peaked at $11K in Q4 2015.
1,253 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.