J.P. Turner & Co Capital Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$320K Sell
4,364
-2,574
-37% -$198K 0.33% 103
2015
Q2
$553K Buy
6,938
+4,111
+145% +$326K 0.43% 76
2015
Q1
$226K Buy
+2,827
New +$235K 0.21% 156

Other funds holding AXP

J.P. Turner & Co Capital Management's AXP Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its American Express (AXP) stake by 37% in Q3 2015, selling an estimated $198K and leaving 4,364 shares worth $320K. The position accounts for 0.33% of the portfolio, ranked #103.

J.P. Turner & Co Capital Management first reported a position in AXP in Q1 2015 and has held it in 3 quarters since. The position peaked at $553K in Q2 2015. 1,279 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

  • J.P. Turner & Co Capital Management held 4,364 shares of American Express worth $320K as of Q3 2015.
  • J.P. Turner & Co Capital Management sold 2,574 American Express shares in Q3 2015, an estimated $198K.
  • American Express made up 0.33% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #103 holding.
  • J.P. Turner & Co Capital Management first reported a position in American Express in Q1 2015 and has held it in 3 quarters since.
  • J.P. Turner & Co Capital Management's American Express position peaked at $553K in Q2 2015.
  • 1,279 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.