Israel Discount Bank of New York’s American Express AXP Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-995	Closed	-$108K	–	112
2019 Q1	$108K	Hold	995	–	–	0.07%	112
2018 Q4	$95K	Buy	995 +195	+24%	+$20.4K	0.07%	119
2018 Q3	$85K	Hold	800	–	–	0.06%	131
2018 Q2	$78K	Hold	800	–	–	0.05%	170
2018 Q1	$75K	Hold	800	–	–	0.05%	181
2017 Q4	$79K	Hold	800	–	–	0.05%	167
2017 Q3	$72K	Hold	800	–	–	0.05%	189
2017 Q2	$67K	Hold	800	–	–	0.05%	198
2017 Q1	$63K	Sell	800 -1,940	-71%	-$152K	0.05%	207
2016 Q4	$203K	Buy	+2,740	New	+$190K	0.18%	90

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Israel Discount Bank of New York's AXP Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of American Express (AXP) in Q2 2019, closing a stake of 995 shares — an estimated $108K sold.

Israel Discount Bank of New York first reported a position in AXP in Q4 2016 and held it in 10 quarters. The position peaked at $203K in Q4 2016. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

Israel Discount Bank of New York reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 995 American Express shares in Q2 2019, an estimated $108K.
Israel Discount Bank of New York first reported a position in American Express in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's American Express position peaked at $203K in Q4 2016.
1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.