IH
AXP icon

IFC Holdings’s American Express AXP Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-5,489
Closed -$545K – 24
2017
Q4 		$545K Sell
5,489
-1,577
-22% -$150K 0.04% 287
2017
Q3 		$638K Buy
7,066
+348
+5% +$29.9K 0.04% 265
2017
Q2 		$565K Buy
6,718
+8
+0.1% +$633 0.04% 275
2017
Q1 		$530K Buy
6,710
+1,496
+29% +$117K 0.05% 249
2016
Q4 		$386K Sell
5,214
-235
-4% -$16.3K 0.04% 266
2016
Q3 		$349K Sell
5,449
-3,444
-39% -$221K 0.04% 274
2016
Q2 		$540K Buy
8,893
+420
+5% +$26.6K 0.06% 205
2016
Q1 		$517K Buy
8,473
+2,253
+36% +$131K 0.07% 200
2015
Q4 		$429K Buy
+6,220
New +$453K 0.06% 222
2014
Q4 		– Sell
-6,217
Closed -$549K – 373
2014
Q3 		$549K Buy
6,217
+261
+4% +$23.5K 0.1% 172
2014
Q2 		$563K Buy
5,956
+45
+0.8% +$4.06K 0.1% 166
2014
Q1 		$537K Buy
5,911
+171
+3% +$15.3K 0.11% 158
2013
Q4 		$509K Buy
5,740
+18
+0.3% +$1.48K 0.11% 186
2013
Q3 		$431K Buy
5,722
+288
+5% +$21.7K 0.09% 216
2013
Q2 		$404K Buy
+5,434
New +$387K 0.1% 213

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
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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

IFC Holdings's AXP Position: Q1 2018 in Review

IFC Holdings sold out of American Express (AXP) in Q1 2018, closing a stake of 5,489 shares — an estimated $545K sold.

IFC Holdings first reported a position in AXP in Q2 2013 and held it in 15 quarters. The position peaked at $638K in Q3 2017. 1,443 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

  • IFC Holdings reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 5,489 American Express shares in Q1 2018, an estimated $545K.
  • IFC Holdings first reported a position in American Express in Q2 2013 and held it in 15 quarters.
  • IFC Holdings's American Express position peaked at $638K in Q3 2017.
  • 1,443 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.