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Gladstone Capital Management’s American Express AXP Stock Holding History

Gladstone Capital Management’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
Q1 		– Sell
-5,000
Closed -$370K – 14
2016
Q4 		$370K Buy
+5,000
New +$346K 0.36% 15

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Gladstone Capital Management's AXP Position: Q1 2017 in Review

Gladstone Capital Management sold out of American Express (AXP) in Q1 2017, closing a stake of 5,000 shares — an estimated $370K sold.

Gladstone Capital Management first reported a position in AXP in Q4 2016 and held it in 1 quarter. The position peaked at $370K in Q4 2016. 1,254 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

  • Gladstone Capital Management reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
  • Gladstone Capital Management sold 5,000 American Express shares in Q1 2017, an estimated $370K.
  • Gladstone Capital Management first reported a position in American Express in Q4 2016 and held it in 1 quarter.
  • Gladstone Capital Management's American Express position peaked at $370K in Q4 2016.
  • 1,254 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Gladstone Capital Management's 13F filing for Q1 2017, filed 10 May 2017.