MCTIC
AXP icon

MacGuire Cheswick & Tuttle Investment Counsel’s American Express AXP Stock Holding History

MacGuire Cheswick & Tuttle 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
2018
Q4 		$281K Hold
2,950
– – 0.06% 80
2018
Q3 		$314K Hold
2,950
– – 0.05% 82
2018
Q2 		$289K Sell
2,950
-394
-12% -$38.7K 0.05% 86
2018
Q1 		$312K Hold
3,344
– – 0.06% 88
2017
Q4 		$332K Hold
3,344
– – 0.06% 87
2017
Q3 		$302K Sell
3,344
-200
-6% -$17.2K 0.06% 88
2017
Q2 		$299K Hold
3,544
– – 0.06% 85
2017
Q1 		$280K Hold
3,544
– – 0.05% 82
2016
Q4 		$263K Sell
3,544
-400
-10% -$27.7K 0.05% 81
2016
Q3 		$253K Sell
3,944
-300
-7% -$19.3K 0.06% 77
2016
Q2 		$258K Sell
4,244
-150
-3% -$9.5K 0.06% 76
2016
Q1 		$270K Sell
4,394
-1,567
-26% -$91.2K 0.06% 79
2015
Q4 		$415K Sell
5,961
-4,356
-42% -$317K 0.09% 70
2015
Q3 		$765K Sell
10,317
-23,083
-69% -$1.78M 0.19% 61
2015
Q2 		$2.6M Sell
33,400
-100
-0.3% -$7.93K 0.58% 45
2015
Q1 		$2.62M Sell
33,500
-275
-0.8% -$22.8K 0.59% 48
2014
Q4 		$3.14M Sell
33,775
-385
-1% -$34.5K 0.7% 43
2014
Q3 		$2.99M Buy
34,160
+875
+3% +$78.8K 0.7% 43
2014
Q2 		$3.16M Buy
33,285
+275
+0.8% +$24.8K 0.73% 43
2014
Q1 		$2.97M Buy
33,010
+1,520
+5% +$136K 0.72% 44
2013
Q4 		$2.86M Sell
31,490
-875
-3% -$71.9K 0.69% 42
2013
Q3 		$2.44M Sell
32,365
-160
-0.5% -$12K 0.67% 42
2013
Q2 		$2.43M Buy
+32,525
New +$2.31M 0.7% 42

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MacGuire Cheswick & Tuttle Investment Counsel's AXP Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its American Express (AXP) position steady in Q4 2018 at 2,950 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #80.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in AXP in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.16M in Q2 2014. 1,525 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

  • MacGuire Cheswick & Tuttle Investment Counsel held 2,950 shares of American Express worth $281K as of Q4 2018.
  • MacGuire Cheswick & Tuttle Investment Counsel left its American Express share count unchanged in Q4 2018.
  • American Express made up 0.06% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #80 holding.
  • MacGuire Cheswick & Tuttle Investment Counsel first reported a position in American Express in Q2 2013 and has held it in 23 quarters since.
  • MacGuire Cheswick & Tuttle Investment Counsel's American Express position peaked at $3.16M in Q2 2014.
  • 1,525 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.