Integrated Wealth Counsel’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$8K Hold
112
0.02% 177
2016
Q3
$7K Buy
+112
New +$7.2K 0.01% 169

Other funds holding AXP

Integrated Wealth Counsel's AXP Position: Q4 2016 in Review

Integrated Wealth Counsel held its American Express (AXP) position steady in Q4 2016 at 112 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #177.

Integrated Wealth Counsel first reported a position in AXP in Q3 2016 and has held it in 2 quarters since. 1,256 funds tracked by Wall St. Rank hold AXP as of Q4 2016.

  • Integrated Wealth Counsel held 112 shares of American Express worth $8K as of Q4 2016.
  • Integrated Wealth Counsel left its American Express share count unchanged in Q4 2016.
  • American Express made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #177 holding.
  • Integrated Wealth Counsel first reported a position in American Express in Q3 2016 and has held it in 2 quarters since.
  • 1,256 funds tracked by Wall St. Rank held American Express as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.