I.G. Investment Management’s American Express AXP Stock Holding History

I.G. Investment 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
2017 Q3	$19.6M	Buy	216,440 +5,099	+2%	+$438K	0.1%	116
2017 Q2	$17.8M	Sell	211,341 -5,000	-2%	-$396K	0.09%	125
2017 Q1	$17.1M	Sell	216,341 -163,688	-43%	-$12.8M	0.09%	127
2016 Q4	$28.2M	Sell	380,029 -491,310	-56%	-$34M	0.15%	92
2016 Q3	$55.8M	Buy	871,339 +21,298	+3%	+$1.37M	0.22%	82
2016 Q2	$51.6M	Sell	850,041 -248,771	-23%	-$15.8M	0.2%	82
2016 Q1	$67.5M	Buy	1,098,812 +55,937	+5%	+$3.25M	0.27%	73
2015 Q4	$72.5M	Sell	1,042,875 -595,212	-36%	-$43.3M	0.31%	69
2015 Q3	$121M	Sell	1,638,087 -543,562	-25%	-$41.8M	0.51%	42
2015 Q2	$170M	Sell	2,181,649 -5,018	-0.2%	-$398K	0.64%	32
2015 Q1	$171M	Buy	2,186,667 +207,311	+10%	+$17.2M	0.65%	33
2014 Q4	$184M	Buy	1,979,356 +286,392	+17%	+$25.7M	0.67%	28
2014 Q3	$148M	Buy	1,692,964 +108,210	+7%	+$9.74M	0.53%	40
2014 Q2	$150M	Buy	1,584,754 +38,489	+2%	+$3.47M	0.51%	42
2014 Q1	$139M	Sell	1,546,265 -6,923	-0.4%	-$618K	0.5%	39
2013 Q4	$141M	Sell	1,553,188 -31,318	-2%	-$2.57M	0.51%	39
2013 Q3	$120M	Sell	1,584,506 -78,834	-5%	-$5.93M	0.45%	41
2013 Q2	$124M	Buy	+1,663,340	New	+$118M	0.5%	43

Other funds holding AXP

Berkshire Hathaway

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 $5.7T 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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return