Errol M. Rudman’s American Express AXP Stock Holding History

Errol M. Rudman’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
2015 Q4	–	Sell	-50,000	Closed	-$3.71M	–	36
2015 Q3	$3.71M	Hold	50,000	–	–	1.45%	26
2015 Q2	$3.89M	Hold	50,000	–	–	1.31%	29
2015 Q1	$3.91M	Buy	+50,000	New	+$4.15M	1.35%	29

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

DSA

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

Errol M. Rudman's AXP Position: Q4 2015 in Review

Errol M. Rudman sold out of American Express (AXP) in Q4 2015, closing a stake of 50,000 shares — an estimated $3.71M sold.

Errol M. Rudman first reported a position in AXP in Q1 2015 and held it in 3 quarters. The position peaked at $3.91M in Q1 2015. 1,273 funds tracked by Wall St. Rank hold AXP as of Q4 2015.

Errol M. Rudman reported no remaining American Express position as of Q4 2015 after selling out during the quarter.
Errol M. Rudman sold 50,000 American Express shares in Q4 2015, an estimated $3.71M.
Errol M. Rudman first reported a position in American Express in Q1 2015 and held it in 3 quarters.
Errol M. Rudman's American Express position peaked at $3.91M in Q1 2015.
1,273 funds tracked by Wall St. Rank held American Express as of Q4 2015.

Based on Errol M. Rudman's 13F filing for Q4 2015, filed 16 Feb 2016.