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Efficient Market Advisors’s American Express AXP Stock Holding History

Efficient Market 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
2016
Q1 		– Sell
-754
Closed -$52K – 52
2015
Q4 		$52K Hold
754
– – 0.01% 90
2015
Q3 		$56K Buy
+754
New +$58K 0.01% 75

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
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

Efficient Market Advisors's AXP Position: Q1 2016 in Review

Efficient Market Advisors sold out of American Express (AXP) in Q1 2016, closing a stake of 754 shares — an estimated $52K sold.

Efficient Market Advisors first reported a position in AXP in Q3 2015 and held it in 2 quarters. The position peaked at $56K in Q3 2015. 1,199 funds tracked by Wall St. Rank hold AXP as of Q1 2016.

  • Efficient Market Advisors reported no remaining American Express position as of Q1 2016 after selling out during the quarter.
  • Efficient Market Advisors sold 754 American Express shares in Q1 2016, an estimated $52K.
  • Efficient Market Advisors first reported a position in American Express in Q3 2015 and held it in 2 quarters.
  • Efficient Market Advisors's American Express position peaked at $56K in Q3 2015.
  • 1,199 funds tracked by Wall St. Rank held American Express as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.