Integrated Wealth Management (Palm Desert)’s American Express AXP Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$241K	Buy	3,050 +69	+2%	+$5.39K	0.08%	214
2016 Q4	$221K	Sell	2,981 -60	-2%	-$4.15K	0.08%	219
2016 Q3	$195K	Sell	3,041 -401	-12%	-$25.8K	0.07%	228
2016 Q2	$209K	Sell	3,442 -76	-2%	-$4.81K	0.08%	210
2016 Q1	$216K	Sell	3,518 -29	-0.8%	-$1.69K	0.09%	180
2015 Q4	$247K	Sell	3,547 -11,570	-77%	-$842K	0.11%	154
2015 Q3	$1.12M	Sell	15,117 -445	-3%	-$34.2K	0.49%	49
2015 Q2	$1.21M	Buy	15,562 +49	+0.3%	+$3.89K	0.47%	48
2015 Q1	$1.21M	Buy	+15,513	New	+$1.29M	0.51%	43

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s AXP Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its American Express (AXP) stake by 2.3% in Q1 2017, buying an estimated $5.39K and bringing the position to 3,050 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #214.

Integrated Wealth Management (Palm Desert) first reported a position in AXP in Q1 2015 and has held it in 9 quarters since. The position peaked at $1.21M in Q1 2015. 1,254 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 3,050 shares of American Express worth $241K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 69 American Express shares in Q1 2017, an estimated $5.39K.
American Express made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #214 holding.
Integrated Wealth Management (Palm Desert) first reported a position in American Express in Q1 2015 and has held it in 9 quarters since.
Integrated Wealth Management (Palm Desert)'s American Express position peaked at $1.21M in Q1 2015.
1,254 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.