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Gargoyle Investment Advisor’s American Express AXP Stock Holding History

Gargoyle Investment Advisor’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
Q3 		– Sell
-10,849
Closed -$914K – 176
2017
Q2 		$914K Sell
10,849
-300
-3% -$23.7K 0.36% 84
2017
Q1 		$881K Hold
11,149
– – 0.34% 91
2016
Q4 		$825K Buy
11,149
+7,149
+179% +$495K 0.32% 96
2016
Q3 		$256K Hold
4,000
– – 0.1% 174
2016
Q2 		$243K Hold
4,000
– – 0.09% 184
2016
Q1 		$246K Buy
+4,000
New +$233K 0.08% 190

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

Gargoyle Investment Advisor's AXP Position: Q3 2017 in Review

Gargoyle Investment Advisor sold out of American Express (AXP) in Q3 2017, closing a stake of 10,849 shares — an estimated $914K sold.

Gargoyle Investment Advisor first reported a position in AXP in Q1 2016 and held it in 6 quarters. The position peaked at $914K in Q2 2017. 1,298 funds tracked by Wall St. Rank hold AXP as of Q3 2017.

  • Gargoyle Investment Advisor reported no remaining American Express position as of Q3 2017 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 10,849 American Express shares in Q3 2017, an estimated $914K.
  • Gargoyle Investment Advisor first reported a position in American Express in Q1 2016 and held it in 6 quarters.
  • Gargoyle Investment Advisor's American Express position peaked at $914K in Q2 2017.
  • 1,298 funds tracked by Wall St. Rank held American Express as of Q3 2017.

Based on Gargoyle Investment Advisor's 13F filing for Q3 2017, filed 13 Nov 2017.