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Lau Associates’s American Express AXP Stock Holding History

Lau Associates’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
-10,700
Closed -$996K – 66
2014
Q4 		$996K Hold
10,700
– – 0.91% 33
2014
Q3 		$937K Hold
10,700
– – 0.86% 31
2014
Q2 		$1.01M Hold
10,700
– – 0.91% 28
2014
Q1 		$963K Sell
10,700
-600
-5% -$53.6K 0.86% 30
2013
Q4 		$1.02M Hold
11,300
– – 0.91% 29
2013
Q3 		$853K Sell
11,300
-600
-5% -$45.1K 0.71% 32
2013
Q2 		$890K Buy
+11,900
New +$847K 0.75% 31

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lau Associates's AXP Position: Q1 2015 in Review

Lau Associates sold out of American Express (AXP) in Q1 2015, closing a stake of 10,700 shares — an estimated $996K sold.

Lau Associates first reported a position in AXP in Q2 2013 and held it in 7 quarters. The position peaked at $1.02M in Q4 2013. 1,316 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

  • Lau Associates reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
  • Lau Associates sold 10,700 American Express shares in Q1 2015, an estimated $996K.
  • Lau Associates first reported a position in American Express in Q2 2013 and held it in 7 quarters.
  • Lau Associates's American Express position peaked at $1.02M in Q4 2013.
  • 1,316 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Lau Associates's 13F filing for Q1 2015, filed 3 Apr 2015.