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Insight 2811 Inc’s American Express AXP Stock Holding History

Insight 2811 Inc’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
2013
Q3 		– Sell
-11,099
Closed -$830K – 103
2013
Q2 		$830K Buy
+11,099
New +$790K 0.46% 49

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight 2811 Inc's AXP Position: Q3 2013 in Review

Insight 2811 Inc sold out of American Express (AXP) in Q3 2013, closing a stake of 11,099 shares — an estimated $830K sold.

Insight 2811 Inc first reported a position in AXP in Q2 2013 and held it in 1 quarter. The position peaked at $830K in Q2 2013. 1,115 funds tracked by Wall St. Rank hold AXP as of Q3 2013.

  • Insight 2811 Inc reported no remaining American Express position as of Q3 2013 after selling out during the quarter.
  • Insight 2811 Inc sold 11,099 American Express shares in Q3 2013, an estimated $830K.
  • Insight 2811 Inc first reported a position in American Express in Q2 2013 and held it in 1 quarter.
  • Insight 2811 Inc's American Express position peaked at $830K in Q2 2013.
  • 1,115 funds tracked by Wall St. Rank held American Express as of Q3 2013.

Based on Insight 2811 Inc's 13F filing for Q3 2013, filed 4 Nov 2013.