Insight Capital Research & Management’s American Express AXP Stock Holding History

Insight Capital Research & Management’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 Q2	–	Sell	-17,983	Closed	-$1.41M	–	103
2015 Q1	$1.41M	Sell	17,983 -16	-0.1%	-$1.33K	0.35%	88
2014 Q4	$1.68M	Sell	17,999 -63	-0.3%	-$5.65K	0.43%	90
2014 Q3	$1.58M	Sell	18,062 -13	-0.1%	-$1.17K	0.41%	79
2014 Q2	$1.72M	Sell	18,075 -49	-0.3%	-$4.42K	0.39%	82
2014 Q1	$1.63M	Buy	18,124 +1,391	+8%	+$124K	0.38%	85
2013 Q4	$1.52M	Buy	16,733 +43	+0.3%	+$3.53K	0.34%	92
2013 Q3	$1.36M	Buy	16,690 +666	+4%	+$50.1K	0.33%	85
2013 Q2	$1.2M	Buy	+16,024	New	+$1.14M	0.31%	96

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DSA

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Insight Capital Research & Management's AXP Position: Q2 2015 in Review

Insight Capital Research & Management sold out of American Express (AXP) in Q2 2015, closing a stake of 17,983 shares — an estimated $1.41M sold.

Insight Capital Research & Management first reported a position in AXP in Q2 2013 and held it in 8 quarters. The position peaked at $1.72M in Q2 2014. 1,293 funds tracked by Wall St. Rank hold AXP as of Q2 2015.

Insight Capital Research & Management reported no remaining American Express position as of Q2 2015 after selling out during the quarter.
Insight Capital Research & Management sold 17,983 American Express shares in Q2 2015, an estimated $1.41M.
Insight Capital Research & Management first reported a position in American Express in Q2 2013 and held it in 8 quarters.
Insight Capital Research & Management's American Express position peaked at $1.72M in Q2 2014.
1,293 funds tracked by Wall St. Rank held American Express as of Q2 2015.

Based on Insight Capital Research & Management's 13F filing for Q2 2015, filed 13 Aug 2015.