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Highmount Capital’s American Express AXP Stock Holding History

Highmount Capital’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
-2,559
Closed -$238K – 134
2014
Q4 		$238K Buy
2,559
+214
+9% +$19.2K 0.06% 124
2014
Q3 		$205K Sell
2,345
-2,875
-55% -$259K 0.05% 137
2014
Q2 		$495K Sell
5,220
-140
-3% -$12.6K 0.12% 103
2014
Q1 		$483K Sell
5,360
-350
-6% -$31.3K 0.11% 102
2013
Q4 		$518K Sell
5,710
-7,156
-56% -$588K 0.12% 92
2013
Q3 		$972K Sell
12,866
-34,641
-73% -$2.61M 0.24% 66
2013
Q2 		$3.55M Buy
+47,507
New +$3.38M 0.93% 31

Other funds holding AXP

Berkshire Hathaway
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return