Lupo Securities’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
$98K Buy
1,325
+375
+39% +$28.9K 0.74% 21
2015
Q2
$74K Sell
950
-18,615
-95% -$1.48M 0.3% 26
2015
Q1
$1.53M Buy
+19,565
New +$1.63M 2.39% 7

Other funds holding AXP

Lupo Securities's AXP Position: Q3 2015 in Review

Lupo Securities increased its American Express (AXP) stake by 39% in Q3 2015, buying an estimated $28.9K and bringing the position to 1,325 shares worth $98K. The position accounts for 0.74% of the portfolio, ranked #21.

Lupo Securities first reported a position in AXP in Q1 2015 and has held it in 3 quarters since. The position peaked at $1.53M in Q1 2015. 1,279 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

  • Lupo Securities held 1,325 shares of American Express worth $98K as of Q3 2015.
  • Lupo Securities bought 375 American Express shares in Q3 2015, an estimated $28.9K.
  • American Express made up 0.74% of Lupo Securities's portfolio in Q3 2015, its #21 holding.
  • Lupo Securities first reported a position in American Express in Q1 2015 and has held it in 3 quarters since.
  • Lupo Securities's American Express position peaked at $1.53M in Q1 2015.
  • 1,279 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.