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Exchange Capital Management’s American Express AXP Stock Holding History

Exchange Capital 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
2017
Q4 		– Sell
-310
Closed -$28K – 232
2017
Q3 		$28K Buy
310
+200
+182% +$17.2K 0.01% 166
2017
Q2 		$9K Hold
110
– – ﹤0.01% 180
2017
Q1 		$9K Sell
110
-900
-89% -$70.4K ﹤0.01% 172
2016
Q4 		$75K Sell
1,010
-315
-24% -$21.8K 0.03% 90
2016
Q3 		$85K Hold
1,325
– – 0.03% 98
2016
Q2 		$81K Buy
+1,325
New +$83.9K 0.03% 97
2015
Q3 		– Sell
-30,852
Closed -$2.4M – 85
2015
Q2 		$2.4M Sell
30,852
-10,166
-25% -$807K 0.98% 46
2015
Q1 		$3.2M Buy
41,018
+82
+0.2% +$6.81K 1.31% 38
2014
Q4 		$3.81M Buy
40,936
+2,368
+6% +$212K 1.59% 28
2014
Q3 		$3.38M Sell
38,568
-125
-0.3% -$11.3K 1.47% 32
2014
Q2 		$3.67M Sell
38,693
-455
-1% -$41K 1.62% 26
2014
Q1 		$3.52M Buy
39,148
+380
+1% +$33.9K 1.62% 31
2013
Q4 		$3.52M Sell
38,768
-1,260
-3% -$104K 1.71% 27
2013
Q3 		$3.02M Buy
40,028
+980
+3% +$73.7K 1.59% 32
2013
Q2 		$2.92M Buy
+39,048
New +$2.78M 1.63% 27

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Exchange Capital Management's AXP Position: Q4 2017 in Review

Exchange Capital Management sold out of American Express (AXP) in Q4 2017, closing a stake of 310 shares — an estimated $28K sold.

Exchange Capital Management first reported a position in AXP in Q2 2013 and held it in 15 quarters. The position peaked at $3.81M in Q4 2014. 1,430 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • Exchange Capital Management reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
  • Exchange Capital Management sold 310 American Express shares in Q4 2017, an estimated $28K.
  • Exchange Capital Management first reported a position in American Express in Q2 2013 and held it in 15 quarters.
  • Exchange Capital Management's American Express position peaked at $3.81M in Q4 2014.
  • 1,430 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Exchange Capital Management's 13F filing for Q4 2017, filed 5 Feb 2018.