Gupta Wealth Management’s American Express AXP Stock Holding History

Gupta Wealth 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
2016 Q1	$78K	Sell	1,266 -345	-21%	-$20.1K	0.02%	368
2015 Q4	$112K	Sell	1,611 -59	-4%	-$4.29K	0.03%	310
2015 Q3	$124K	Sell	1,670 -1,144	-41%	-$88K	0.03%	315
2015 Q2	$219K	Sell	2,814 -132	-4%	-$10.5K	0.05%	243
2015 Q1	$230K	Buy	+2,946	New	+$245K	0.07%	208

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Gupta Wealth Management's AXP Position: Q1 2016 in Review

Gupta Wealth Management reduced its American Express (AXP) stake by 21% in Q1 2016, selling an estimated $20.1K and leaving 1,266 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #368.

Gupta Wealth Management first reported a position in AXP in Q1 2015 and has held it in 5 quarters since. The position peaked at $230K in Q1 2015. 1,200 funds tracked by Wall St. Rank hold AXP as of Q1 2016.

Gupta Wealth Management held 1,266 shares of American Express worth $78K as of Q1 2016.
Gupta Wealth Management sold 345 American Express shares in Q1 2016, an estimated $20.1K.
American Express made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #368 holding.
Gupta Wealth Management first reported a position in American Express in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's American Express position peaked at $230K in Q1 2015.
1,200 funds tracked by Wall St. Rank held American Express as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.