GGPS
AXP icon

Gary Goldberg Planning Services’s American Express AXP Stock Holding History

Gary Goldberg Planning Services’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 		$61K Buy
661
+300
+83% +$26.9K 0.03% 195
2014
Q3 		$32K Hold
361
– – 0.01% 277
2014
Q2 		$34K Buy
+361
New +$32.5K 0.02% 255

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

Gary Goldberg Planning Services's AXP Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its American Express (AXP) stake by 83% in Q4 2014, buying an estimated $26.9K and bringing the position to 661 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #195.

Gary Goldberg Planning Services first reported a position in AXP in Q2 2014 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Gary Goldberg Planning Services held 661 shares of American Express worth $61K as of Q4 2014.
  • Gary Goldberg Planning Services bought 300 American Express shares in Q4 2014, an estimated $26.9K.
  • American Express made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #195 holding.
  • Gary Goldberg Planning Services first reported a position in American Express in Q2 2014 and has held it in 3 quarters since.
  • 1,318 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.