Lakeshore Capital’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
$1.56M Sell
21,015
-3,027
-13% -$233K 3.42% 12
2015
Q2
$1.87M Sell
24,042
-1,115
-4% -$88.5K 3.18% 13
2015
Q1
$1.97M Buy
25,157
+4,029
+19% +$335K 3.19% 12
2014
Q4
$1.97M Buy
+21,128
New +$1.89M 2.54% 16

Other funds holding AXP

Lakeshore Capital's AXP Position: Q3 2015 in Review

Lakeshore Capital reduced its American Express (AXP) stake by 13% in Q3 2015, selling an estimated $233K and leaving 21,015 shares worth $1.56M. The position accounts for 3.42% of the portfolio, ranked #12.

Lakeshore Capital first reported a position in AXP in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.97M in Q1 2015. 1,280 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

  • Lakeshore Capital held 21,015 shares of American Express worth $1.56M as of Q3 2015.
  • Lakeshore Capital sold 3,027 American Express shares in Q3 2015, an estimated $233K.
  • American Express made up 3.42% of Lakeshore Capital's portfolio in Q3 2015, its #12 holding.
  • Lakeshore Capital first reported a position in American Express in Q4 2014 and has held it in 4 quarters since.
  • Lakeshore Capital's American Express position peaked at $1.97M in Q1 2015.
  • 1,280 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Lakeshore Capital's 13F filing for Q3 2015, filed 12 Nov 2015.