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Lederer & Associates Investment Counsel’s American Express AXP Stock Holding History

Lederer & Associates Investment Counsel’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
-2,195
Closed -$204K – 76
2014
Q4 		$204K Buy
+2,195
New +$197K 0.2% 71

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

Lederer & Associates Investment Counsel's AXP Position: Q1 2015 in Review

Lederer & Associates Investment Counsel sold out of American Express (AXP) in Q1 2015, closing a stake of 2,195 shares — an estimated $204K sold.

Lederer & Associates Investment Counsel first reported a position in AXP in Q4 2014 and held it in 1 quarter. The position peaked at $204K in Q4 2014. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

  • Lederer & Associates Investment Counsel reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 2,195 American Express shares in Q1 2015, an estimated $204K.
  • Lederer & Associates Investment Counsel first reported a position in American Express in Q4 2014 and held it in 1 quarter.
  • Lederer & Associates Investment Counsel's American Express position peaked at $204K in Q4 2014.
  • 1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Lederer & Associates Investment Counsel's 13F filing for Q1 2015, filed 14 Apr 2015.