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Lehman Financial Resources’s American Express AXP Stock Holding History

Lehman Financial Resources’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
2013
Q3 		– Sell
-1,000
Closed -$75K – 378
2013
Q2 		$75K Buy
+1,000
New +$71.1K 0.05% 80

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman Financial Resources's AXP Position: Q3 2013 in Review

Lehman Financial Resources sold out of American Express (AXP) in Q3 2013, closing a stake of 1,000 shares — an estimated $75K sold.

Lehman Financial Resources first reported a position in AXP in Q2 2013 and held it in 1 quarter. The position peaked at $75K in Q2 2013. 1,115 funds tracked by Wall St. Rank hold AXP as of Q3 2013.

  • Lehman Financial Resources reported no remaining American Express position as of Q3 2013 after selling out during the quarter.
  • Lehman Financial Resources sold 1,000 American Express shares in Q3 2013, an estimated $75K.
  • Lehman Financial Resources first reported a position in American Express in Q2 2013 and held it in 1 quarter.
  • Lehman Financial Resources's American Express position peaked at $75K in Q2 2013.
  • 1,115 funds tracked by Wall St. Rank held American Express as of Q3 2013.

Based on Lehman Financial Resources's 13F filing for Q3 2013, filed 18 Dec 2013.