IMS Capital Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-700
Closed -$75K 140
2018
Q3
$75K Buy
+700
New +$72.8K 0.05% 166
2015
Q3
Sell
-11,515
Closed -$895K 131
2015
Q2
$895K Buy
+11,515
New +$914K 1.06% 32

Other funds holding AXP

IMS Capital Management's AXP Position: Q4 2018 in Review

IMS Capital Management sold out of American Express (AXP) in Q4 2018, closing a stake of 700 shares — an estimated $75K sold.

IMS Capital Management first reported a position in AXP in Q2 2015 and held it in 2 quarters. The position peaked at $895K in Q2 2015. 1,524 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

  • IMS Capital Management reported no remaining American Express position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 700 American Express shares in Q4 2018, an estimated $75K.
  • IMS Capital Management first reported a position in American Express in Q2 2015 and held it in 2 quarters.
  • IMS Capital Management's American Express position peaked at $895K in Q2 2015.
  • 1,524 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.