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IberiaBank’s American Express AXP Stock Holding History

IberiaBank’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
-4,726
Closed -$329K – 152
2015
Q4 		$329K Buy
4,726
+542
+13% +$39.4K 0.15% 111
2015
Q3 		$310K Buy
4,184
+330
+9% +$25.4K 0.16% 115
2015
Q2 		$300K Buy
3,854
+528
+16% +$41.9K 0.13% 126
2015
Q1 		$260K Buy
3,326
+899
+37% +$74.7K 0.12% 155
2014
Q4 		$226K Buy
+2,427
New +$218K 0.12% 155
2014
Q3 		– Sell
-2,268
Closed -$215K – 166
2014
Q2 		$215K Buy
+2,268
New +$204K 0.12% 169
2014
Q1 		– Sell
-4,199
Closed -$381K – 151
2013
Q4 		$381K Sell
4,199
-74
-2% -$6.08K 0.25% 92
2013
Q3 		$323K Sell
4,273
-237
-5% -$17.8K 0.21% 110
2013
Q2 		$337K Buy
+4,510
New +$321K 0.25% 101

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
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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

IberiaBank's AXP Position: Q1 2016 in Review

IberiaBank sold out of American Express (AXP) in Q1 2016, closing a stake of 4,726 shares — an estimated $329K sold.

IberiaBank first reported a position in AXP in Q2 2013 and held it in 9 quarters. The position peaked at $381K in Q4 2013. 1,199 funds tracked by Wall St. Rank hold AXP as of Q1 2016.

  • IberiaBank reported no remaining American Express position as of Q1 2016 after selling out during the quarter.
  • IberiaBank sold 4,726 American Express shares in Q1 2016, an estimated $329K.
  • IberiaBank first reported a position in American Express in Q2 2013 and held it in 9 quarters.
  • IberiaBank's American Express position peaked at $381K in Q4 2013.
  • 1,199 funds tracked by Wall St. Rank held American Express as of Q1 2016.

Based on IberiaBank's 13F filing for Q1 2016, filed 15 Apr 2016.