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Empire Life Investments’s American Express AXP Stock Holding History

Empire Life Investments’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
Q3 		– Sell
-33,505
Closed -$2.82M – 104
2017
Q2 		$2.82M Sell
33,505
-124,601
-79% -$9.86M 0.25% 78
2017
Q1 		$12.5M Sell
158,106
-66,759
-30% -$5.22M 1.22% 35
2016
Q4 		$16.6M Buy
+224,865
New +$15.6M 1.35% 32

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 $5.72T AUM 30.48% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Empire Life Investments's AXP Position: Q3 2017 in Review

Empire Life Investments sold out of American Express (AXP) in Q3 2017, closing a stake of 33,505 shares — an estimated $2.82M sold.

Empire Life Investments first reported a position in AXP in Q4 2016 and held it in 3 quarters. The position peaked at $16.6M in Q4 2016. 1,299 funds tracked by Wall St. Rank hold AXP as of Q3 2017.

  • Empire Life Investments reported no remaining American Express position as of Q3 2017 after selling out during the quarter.
  • Empire Life Investments sold 33,505 American Express shares in Q3 2017, an estimated $2.82M.
  • Empire Life Investments first reported a position in American Express in Q4 2016 and held it in 3 quarters.
  • Empire Life Investments's American Express position peaked at $16.6M in Q4 2016.
  • 1,299 funds tracked by Wall St. Rank held American Express as of Q3 2017.

Based on Empire Life Investments's 13F filing for Q3 2017, filed 14 Nov 2017.