HHG & Company’s American Express AXP Stock Holding History

HHG & Company’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	–	Sell	-2,225	Closed	-$207K	–	139
2014 Q4	$207K	Buy	+2,225	New	+$199K	0.05%	194

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

HHG & Company's AXP Position: Q1 2015 in Review

HHG & Company sold out of American Express (AXP) in Q1 2015, closing a stake of 2,225 shares — an estimated $207K sold.

HHG & Company first reported a position in AXP in Q4 2014 and held it in 1 quarter. The position peaked at $207K in Q4 2014. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

HHG & Company reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
HHG & Company sold 2,225 American Express shares in Q1 2015, an estimated $207K.
HHG & Company first reported a position in American Express in Q4 2014 and held it in 1 quarter.
HHG & Company's American Express position peaked at $207K in Q4 2014.
1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on HHG & Company's 13F filing for Q1 2015, filed 27 Apr 2015.