KWMG LLC’s American Express AXP Stock Holding History

KWMG LLC’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	-82	Closed	-$9K	–	137
2019 Q1	$9K	Hold	82	–	–	﹤0.01%	289
2018 Q4	$8K	Hold	82	–	–	﹤0.01%	303
2018 Q3	$9K	Hold	82	–	–	﹤0.01%	293
2018 Q2	$8K	Buy	+82	New	+$8.06K	﹤0.01%	296

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

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 $295B AUM 31.6% 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

KWMG LLC's AXP Position: Q2 2019 in Review

KWMG LLC sold out of American Express (AXP) in Q2 2019, closing a stake of 82 shares — an estimated $9K sold.

KWMG LLC first reported a position in AXP in Q2 2018 and held it in 4 quarters. The position peaked at $9K in Q1 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

KWMG LLC reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 82 American Express shares in Q2 2019, an estimated $9K.
KWMG LLC first reported a position in American Express in Q2 2018 and held it in 4 quarters.
KWMG LLC's American Express position peaked at $9K in Q1 2019.
1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.