Index Management Solutions’s American Express AXP Stock Holding History

Index Management Solutions’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
2015 Q3	$10K	Hold	138	–	–	0.01%	532
2015 Q2	$11K	Buy	138 +90	+188%	+$7.14K	0.01%	599
2015 Q1	$4K	Sell	48 -329	-87%	-$27.3K	﹤0.01%	696
2014 Q4	$35K	Sell	377 -26	-6%	-$2.33K	﹤0.01%	565
2014 Q3	$35K	Buy	403 +56	+16%	+$5.04K	﹤0.01%	942
2014 Q2	$33K	Sell	347 -84	-19%	-$7.57K	﹤0.01%	934
2014 Q1	$39K	Sell	431 -315	-42%	-$28.1K	0.01%	958
2013 Q4	$68K	Sell	746 -70	-9%	-$5.75K	0.02%	353
2013 Q3	$62K	Buy	+816	New	+$61.4K	0.02%	342

Other funds holding AXP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Index Management Solutions's AXP Position: Q3 2015 in Review

Index Management Solutions held its American Express (AXP) position steady in Q3 2015 at 138 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #532.

Index Management Solutions first reported a position in AXP in Q3 2013 and has held it in 9 quarters since. The position peaked at $68K in Q4 2013. 1,279 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

Index Management Solutions held 138 shares of American Express worth $10K as of Q3 2015.
Index Management Solutions left its American Express share count unchanged in Q3 2015.
American Express made up 0.01% of Index Management Solutions's portfolio in Q3 2015, its #532 holding.
Index Management Solutions first reported a position in American Express in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's American Express position peaked at $68K in Q4 2013.
1,279 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.