Jolley Asset Management’s American Express AXP Stock Holding History

Jolley Asset 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
2018 Q3	–	Sell	-250	Closed	-$24K	–	71
2018 Q2	$24K	Hold	250	–	–	0.02%	122
2018 Q1	$23K	Hold	250	–	–	0.01%	130
2017 Q4	$25K	Hold	250	–	–	0.02%	120
2017 Q3	$23K	Hold	250	–	–	0.02%	123
2017 Q2	$21K	Buy	+250	New	+$19.8K	0.01%	128

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jolley Asset Management's AXP Position: Q3 2018 in Review

Jolley Asset Management sold out of American Express (AXP) in Q3 2018, closing a stake of 250 shares — an estimated $24K sold.

Jolley Asset Management first reported a position in AXP in Q2 2017 and held it in 5 quarters. The position peaked at $25K in Q4 2017. 1,451 funds tracked by Wall St. Rank hold AXP as of Q3 2018.

Jolley Asset Management reported no remaining American Express position as of Q3 2018 after selling out during the quarter.
Jolley Asset Management sold 250 American Express shares in Q3 2018, an estimated $24K.
Jolley Asset Management first reported a position in American Express in Q2 2017 and held it in 5 quarters.
Jolley Asset Management's American Express position peaked at $25K in Q4 2017.
1,451 funds tracked by Wall St. Rank held American Express as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.