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FDO Partners’s American Express AXP Stock Holding History

FDO Partners’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
-13,357
Closed -$1.21M – 166
2017
Q3 		$1.21M Buy
+13,357
New +$1.15M 0.48% 87
2017
Q2 		– Sell
-62,609
Closed -$4.95M – 234
2017
Q1 		$4.95M Buy
+62,609
New +$4.89M 1.23% 12
2016
Q4 		– Sell
-33,833
Closed -$2.17M – 200
2016
Q3 		$2.17M Buy
+33,833
New +$2.17M 0.93% 28

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

FDO Partners's AXP Position: Q4 2017 in Review

FDO Partners sold out of American Express (AXP) in Q4 2017, closing a stake of 13,357 shares — an estimated $1.21M sold.

FDO Partners first reported a position in AXP in Q3 2016 and held it in 3 quarters. The position peaked at $4.95M in Q1 2017. 1,429 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • FDO Partners reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
  • FDO Partners sold 13,357 American Express shares in Q4 2017, an estimated $1.21M.
  • FDO Partners first reported a position in American Express in Q3 2016 and held it in 3 quarters.
  • FDO Partners's American Express position peaked at $4.95M in Q1 2017.
  • 1,429 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.