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Foundry Partners’s American Express AXP Stock Holding History

Foundry 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
2014
Q4 		– Sell
-5,215
Closed -$457K – 246
2014
Q3 		$457K Sell
5,215
-89,175
-94% -$8.03M 0.04% 215
2014
Q2 		$8.96M Sell
94,390
-40,383
-30% -$3.64M 0.83% 41
2014
Q1 		$12.1M Sell
134,773
-18,930
-12% -$1.69M 1.14% 14
2013
Q4 		$13.9M Buy
+153,703
New +$12.6M 1.25% 13

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundry Partners's AXP Position: Q4 2014 in Review

Foundry Partners sold out of American Express (AXP) in Q4 2014, closing a stake of 5,215 shares — an estimated $457K sold.

Foundry Partners first reported a position in AXP in Q4 2013 and held it in 4 quarters. The position peaked at $13.9M in Q4 2013. 1,318 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Foundry Partners reported no remaining American Express position as of Q4 2014 after selling out during the quarter.
  • Foundry Partners sold 5,215 American Express shares in Q4 2014, an estimated $457K.
  • Foundry Partners first reported a position in American Express in Q4 2013 and held it in 4 quarters.
  • Foundry Partners's American Express position peaked at $13.9M in Q4 2013.
  • 1,318 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Foundry Partners's 13F filing for Q4 2014, filed 7 Jan 2015.