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Highland Capital Management (Texas)’s American Express AXP Stock Holding History

Highland Capital Management (Texas)’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 		– Sell
-1,117,500
Closed -$77.7M – 208
2015
Q4 		$77.7M Sell
1,117,500
-258,000
-19% -$18.8M 2.48% 6
2015
Q3 		$102M Sell
1,375,500
-292,500
-18% -$22.5M 2.97% 4
2015
Q2 		$130M Buy
1,668,000
+258,000
+18% +$20.5M 2.64% 7
2015
Q1 		$110M Buy
+1,410,000
New +$117M 2.26% 7

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Highland Capital Management (Texas)'s AXP Position: Q4 2018 in Review

Highland Capital Management (Texas) sold out of American Express (AXP) in Q4 2018, closing a stake of 2,000 shares — an estimated $213K sold.

Highland Capital Management (Texas) first reported a position in AXP in Q4 2015 and held it in 2 quarters. The position peaked at $5.34M in Q4 2015. 1,524 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

  • Highland Capital Management (Texas) reported no remaining American Express position as of Q4 2018 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 2,000 American Express shares in Q4 2018, an estimated $213K.
  • Highland Capital Management (Texas) first reported a position in American Express in Q4 2015 and held it in 2 quarters.
  • Highland Capital Management (Texas)'s American Express position peaked at $5.34M in Q4 2015.
  • 1,524 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Highland Capital Management (Texas)'s 13F filing for Q4 2018, filed 13 Feb 2019.