Guardian Investor Services’s American Express AXP Stock Holding History

Guardian Investor 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
2015 Q1	$473K	Sell	6,053 -104	-2%	-$8.64K	0.37%	64
2014 Q4	$573K	Sell	6,157 -228	-4%	-$20.4K	0.45%	49
2014 Q3	$559K	Sell	6,385 -413	-6%	-$37.2K	0.45%	47
2014 Q2	$645K	Sell	6,798 -307	-4%	-$27.7K	0.5%	44
2014 Q1	$640K	Sell	7,105 -331	-4%	-$29.6K	0.5%	44
2013 Q4	$675K	Sell	7,436 -222	-3%	-$18.2K	0.51%	43
2013 Q3	$578K	Sell	7,658 -149	-2%	-$11.2K	0.48%	44
2013 Q2	$584K	Buy	+7,807	New	+$555K	0.5%	40

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Investor Services's AXP Position: Q1 2015 in Review

Guardian Investor Services reduced its American Express (AXP) stake by 1.7% in Q1 2015, selling an estimated $8.64K and leaving 6,053 shares worth $473K. The position accounts for 0.37% of the portfolio, ranked #64.

Guardian Investor Services first reported a position in AXP in Q2 2013 and has held it in 8 quarters since. The position peaked at $675K in Q4 2013. 1,318 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

Guardian Investor Services held 6,053 shares of American Express worth $473K as of Q1 2015.
Guardian Investor Services sold 104 American Express shares in Q1 2015, an estimated $8.64K.
American Express made up 0.37% of Guardian Investor Services's portfolio in Q1 2015, its #64 holding.
Guardian Investor Services first reported a position in American Express in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's American Express position peaked at $675K in Q4 2013.
1,318 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.