Detwiler Fenton Investment Management’s American Express AXP Stock Holding History

Detwiler Fenton Investment 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
2014 Q4	–	Sell	-43,480	Closed	-$3.81M	–	73
2014 Q3	$3.81M	Buy	43,480 +432	+1%	+$38.9K	3.63%	12
2014 Q2	$4.08M	Sell	43,048 -1,016	-2%	-$91.6K	3.3%	7
2014 Q1	$3.97M	Buy	44,064 +621	+1%	+$55.5K	3.42%	6
2013 Q4	$3.94M	Sell	43,443 -75	-0.2%	-$6.16K	3.54%	2
2013 Q3	$3.29M	Sell	43,518 -566	-1%	-$42.6K	2.92%	2
2013 Q2	$3.29M	Buy	+44,084	New	+$3.14M	3.35%	2

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Detwiler Fenton Investment Management's AXP Position: Q4 2014 in Review

Detwiler Fenton Investment Management sold out of American Express (AXP) in Q4 2014, closing a stake of 43,480 shares — an estimated $3.81M sold.

Detwiler Fenton Investment Management first reported a position in AXP in Q2 2013 and held it in 6 quarters. The position peaked at $4.08M in Q2 2014. 1,320 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

Detwiler Fenton Investment Management reported no remaining American Express position as of Q4 2014 after selling out during the quarter.
Detwiler Fenton Investment Management sold 43,480 American Express shares in Q4 2014, an estimated $3.81M.
Detwiler Fenton Investment Management first reported a position in American Express in Q2 2013 and held it in 6 quarters.
Detwiler Fenton Investment Management's American Express position peaked at $4.08M in Q2 2014.
1,320 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.