Harfst & Associates’s American Express AXP Stock Holding History

Harfst & Associates’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 Q2	–	Sell	-23	Closed	-$1K	–	238
2017 Q1	$1K	Buy	+23	New	+$1.8K	﹤0.01%	280
2016 Q1	–	Sell	-570	Closed	-$39K	–	82
2015 Q4	$39K	Hold	570	–	–	0.02%	187
2015 Q3	$42K	Sell	570 -240	-30%	-$18.5K	0.02%	180
2015 Q2	$63K	Buy	+810	New	+$64.3K	0.04%	160

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Harfst & Associates's AXP Position: Q2 2017 in Review

Harfst & Associates sold out of American Express (AXP) in Q2 2017, closing a stake of 23 shares — an estimated $1K sold.

Harfst & Associates first reported a position in AXP in Q2 2015 and held it in 4 quarters. The position peaked at $63K in Q2 2015. 1,262 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

Harfst & Associates reported no remaining American Express position as of Q2 2017 after selling out during the quarter.
Harfst & Associates sold 23 American Express shares in Q2 2017, an estimated $1K.
Harfst & Associates first reported a position in American Express in Q2 2015 and held it in 4 quarters.
Harfst & Associates's American Express position peaked at $63K in Q2 2015.
1,262 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on Harfst & Associates's 13F filing for Q2 2017, filed 11 Aug 2017.