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Kernodle & Katon Asset Management Group’s American Express AXP Stock Holding History

Kernodle & Katon Asset Management Group’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
2016
Q3 		– Sell
-115
Closed -$7K – 332
2016
Q2 		$7K Hold
115
– – 0.01% 234
2016
Q1 		$7K Hold
115
– – 0.01% 230
2015
Q4 		$8K Buy
+115
New +$8.37K 0.01% 214

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Kernodle & Katon Asset Management Group's AXP Position: Q3 2016 in Review

Kernodle & Katon Asset Management Group sold out of American Express (AXP) in Q3 2016, closing a stake of 115 shares — an estimated $7K sold.

Kernodle & Katon Asset Management Group first reported a position in AXP in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2015. 1,183 funds tracked by Wall St. Rank hold AXP as of Q3 2016.

  • Kernodle & Katon Asset Management Group reported no remaining American Express position as of Q3 2016 after selling out during the quarter.
  • Kernodle & Katon Asset Management Group sold 115 American Express shares in Q3 2016, an estimated $7K.
  • Kernodle & Katon Asset Management Group first reported a position in American Express in Q4 2015 and held it in 3 quarters.
  • Kernodle & Katon Asset Management Group's American Express position peaked at $8K in Q4 2015.
  • 1,183 funds tracked by Wall St. Rank held American Express as of Q3 2016.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q3 2016, filed 15 Nov 2016.