IPC
AXP icon

Independent Portfolio Consultants’s American Express AXP Stock Holding History

Independent Portfolio Consultants’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
Q2 		$887K Buy
10,526
+392
+4% +$31K 0.37% 63
2017
Q1 		$802K Buy
10,134
+268
+3% +$21K 0.28% 119
2016
Q4 		$731K Sell
9,866
-167
-2% -$11.6K 0.24% 153
2016
Q3 		$643K Sell
10,033
-630
-6% -$40.5K 0.2% 181
2016
Q2 		$648K Buy
10,663
+640
+6% +$40.5K 0.2% 170
2016
Q1 		$615K Sell
10,023
-241
-2% -$14K 0.17% 180
2015
Q4 		$714K Sell
10,264
-6,796
-40% -$495K 0.21% 142
2015
Q3 		$1.26M Buy
17,060
+1,110
+7% +$85.4K 0.28% 113
2015
Q2 		$1.24M Buy
15,950
+3,288
+26% +$261K 0.25% 143
2015
Q1 		$989K Buy
12,662
+2,189
+21% +$182K 0.2% 154
2014
Q4 		$974K Buy
10,473
+5,112
+95% +$458K 0.2% 161
2014
Q3 		$469K Buy
5,361
+1,371
+34% +$123K 0.13% 232
2014
Q2 		$379K Buy
3,990
+1,265
+46% +$114K 0.11% 332
2014
Q1 		$245K Sell
2,725
-325
-11% -$29K 0.08% 405
2013
Q4 		$277K Buy
+3,050
New +$251K 0.1% 378

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Independent Portfolio Consultants's AXP Position: Q2 2017 in Review

Independent Portfolio Consultants increased its American Express (AXP) stake by 3.9% in Q2 2017, buying an estimated $31K and bringing the position to 10,526 shares worth $887K. The position accounts for 0.37% of the portfolio, ranked #63.

Independent Portfolio Consultants first reported a position in AXP in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.26M in Q3 2015. 1,263 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

  • Independent Portfolio Consultants held 10,526 shares of American Express worth $887K as of Q2 2017.
  • Independent Portfolio Consultants bought 392 American Express shares in Q2 2017, an estimated $31K.
  • American Express made up 0.37% of Independent Portfolio Consultants's portfolio in Q2 2017, its #63 holding.
  • Independent Portfolio Consultants first reported a position in American Express in Q4 2013 and has held it in 15 quarters since.
  • Independent Portfolio Consultants's American Express position peaked at $1.26M in Q3 2015.
  • 1,263 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.