Investors Capital Advisory Services’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
Q2
$303K Sell
5,014
-1,208
-19% -$76.5K 0.06% 431
2016
Q1
$381K Buy
6,222
+318
+5% +$18.5K 0.08% 353
2015
Q4
$410K Sell
5,904
-513
-8% -$37.3K 0.08% 353
2015
Q3
$475K Sell
6,417
-914
-12% -$70.3K 0.1% 295
2015
Q2
$568K Buy
7,331
+804
+12% +$63.8K 0.1% 278
2015
Q1
$509K Buy
6,527
+213
+3% +$17.7K 0.09% 297
2014
Q4
$587K Buy
6,314
+250
+4% +$22.4K 0.11% 255
2014
Q3
$530K Sell
6,064
-664
-10% -$59.8K 0.1% 282
2014
Q2
$637K Buy
6,728
+640
+11% +$57.7K 0.1% 288
2014
Q1
$547K Sell
6,088
-385
-6% -$34.4K 0.12% 257
2013
Q4
$587K Buy
6,473
+284
+5% +$23.3K 0.14% 222
2013
Q3
$467K Sell
6,189
-334
-5% -$25.1K 0.12% 257
2013
Q2
$486K Buy
+6,523
New +$464K 0.15% 197

Other funds holding AXP

Investors Capital Advisory Services's AXP Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its American Express (AXP) stake by 19% in Q2 2016, selling an estimated $76.5K and leaving 5,014 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #431.

Investors Capital Advisory Services first reported a position in AXP in Q2 2013 and has held it in 13 quarters since. The position peaked at $637K in Q2 2014. 1,183 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

  • Investors Capital Advisory Services held 5,014 shares of American Express worth $303K as of Q2 2016.
  • Investors Capital Advisory Services sold 1,208 American Express shares in Q2 2016, an estimated $76.5K.
  • American Express made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #431 holding.
  • Investors Capital Advisory Services first reported a position in American Express in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's American Express position peaked at $637K in Q2 2014.
  • 1,183 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.