LBA Wealth Management’s American Express AXP Stock Holding History

LBA Wealth 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
2017 Q1	$14K	Hold	175	–	–	0.01%	296
2016 Q4	$13K	Hold	175	–	–	0.01%	295
2016 Q3	$11K	Hold	175	–	–	0.01%	317
2016 Q2	$11K	Hold	175	–	–	0.01%	304
2016 Q1	$11K	Hold	175	–	–	0.01%	290
2015 Q4	$12K	Sell	175 -150	-46%	-$10.9K	0.01%	279
2015 Q3	$24K	Buy	325 +200	+160%	+$15.4K	0.02%	218
2015 Q2	$10K	Hold	125	–	–	0.01%	243
2015 Q1	$10K	Hold	125	–	–	0.01%	235
2014 Q4	$12K	Hold	125	–	–	0.01%	222
2014 Q3	$11K	Hold	125	–	–	0.01%	275
2014 Q2	$12K	Hold	125	–	–	0.01%	199
2014 Q1	$11K	Sell	125 -105	-46%	-$9.38K	0.01%	195
2013 Q4	$21K	Buy	+230	New	+$18.9K	0.02%	182

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

LBA Wealth Management's AXP Position: Q1 2017 in Review

LBA Wealth Management held its American Express (AXP) position steady in Q1 2017 at 175 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #296.

LBA Wealth Management first reported a position in AXP in Q4 2013 and has held it in 14 quarters since. The position peaked at $24K in Q3 2015. 1,253 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

LBA Wealth Management held 175 shares of American Express worth $14K as of Q1 2017.
LBA Wealth Management left its American Express share count unchanged in Q1 2017.
American Express made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #296 holding.
LBA Wealth Management first reported a position in American Express in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's American Express position peaked at $24K in Q3 2015.
1,253 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.