JD Capital Management’s American Express AXP Stock Holding History

JD Capital Management’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
2015 Q1	–	Sell	-42,500	Closed	-$3.95M	–	22
2014 Q4	$3.95M	Sell	42,500 -8,000	-16%	-$717K	0.67%	51
2014 Q3	$4.42M	Buy	50,500 +19,400	+62%	+$1.75M	0.59%	78
2014 Q2	$2.95M	Buy	31,100 +16,600	+114%	+$1.5M	0.33%	115
2014 Q1	$1.3M	Sell	14,500 -17,400	-55%	-$1.55M	0.25%	108
2013 Q4	$2.89M	Sell	31,900 -28,900	-48%	-$2.37M	0.46%	41
2013 Q3	$4.59M	Sell	60,800 -55,200	-48%	-$4.15M	0.47%	59
2013 Q2	$8.67M	Buy	+116,000	New	+$8.25M	0.66%	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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JD Capital Management's AXP Position: Q4 2014 in Review

JD Capital Management sold out of American Express (AXP) in Q4 2014, closing a stake of 4,898 shares — an estimated $439K sold.

JD Capital Management first reported a position in AXP in Q3 2014 and held it in 1 quarter. The position peaked at $429K in Q3 2014. 1,319 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

JD Capital Management reported no remaining American Express position as of Q4 2014 after selling out during the quarter.
JD Capital Management sold 4,898 American Express shares in Q4 2014, an estimated $439K.
JD Capital Management first reported a position in American Express in Q3 2014 and held it in 1 quarter.
JD Capital Management's American Express position peaked at $429K in Q3 2014.
1,319 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on JD Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.