Fusion Investment Group’s American Express AXP Stock Holding History

Fusion Investment Group’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	$207K	Sell	2,973 -2,460	-45%	-$179K	0.55%	59
2015 Q3	$403K	Sell	5,433 -41	-0.7%	-$3.15K	0.95%	38
2015 Q2	$425K	Buy	+5,474	New	+$434K	0.33%	68
2014 Q4	–	Sell	-188	Closed	-$16K	–	113
2014 Q3	$16K	Hold	188	–	–	0.01%	148
2014 Q2	$18K	Hold	188	–	–	0.02%	164
2014 Q1	$17K	Hold	188	–	–	0.02%	162
2013 Q4	$17K	Buy	+188	New	+$15.4K	0.01%	180

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

Fusion Investment Group's AXP Position: Q4 2015 in Review

Fusion Investment Group reduced its American Express (AXP) stake by 45% in Q4 2015, selling an estimated $179K and leaving 2,973 shares worth $207K. The position accounts for 0.55% of the portfolio, ranked #59.

Fusion Investment Group first reported a position in AXP in Q4 2013 and has held it in 7 quarters since. The position peaked at $425K in Q2 2015. 1,274 funds tracked by Wall St. Rank hold AXP as of Q4 2015.

Fusion Investment Group held 2,973 shares of American Express worth $207K as of Q4 2015.
Fusion Investment Group sold 2,460 American Express shares in Q4 2015, an estimated $179K.
American Express made up 0.55% of Fusion Investment Group's portfolio in Q4 2015, its #59 holding.
Fusion Investment Group first reported a position in American Express in Q4 2013 and has held it in 7 quarters since.
Fusion Investment Group's American Express position peaked at $425K in Q2 2015.
1,274 funds tracked by Wall St. Rank held American Express as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.