MacNealy Hoover Investment Management’s American Express AXP Stock Holding History

MacNealy Hoover Investment 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
2019 Q2	–	Sell	-3,000	Closed	-$328K	–	71
2019 Q1	$328K	Hold	3,000	–	–	0.25%	63
2018 Q4	$286K	Hold	3,000	–	–	0.25%	62
2018 Q3	$319K	Hold	3,000	–	–	0.23%	63
2018 Q2	$294K	Hold	3,000	–	–	0.23%	63
2018 Q1	$280K	Sell	3,000 -3,000	-50%	-$291K	0.22%	62
2017 Q4	$596K	Hold	6,000	–	–	0.43%	54
2017 Q3	$543K	Hold	6,000	–	–	0.39%	58
2017 Q2	$505K	Hold	6,000	–	–	0.38%	58
2017 Q1	$475K	Hold	6,000	–	–	0.36%	59
2016 Q4	$444K	Hold	6,000	–	–	0.34%	60
2016 Q3	$384K	Hold	6,000	–	–	0.31%	66
2016 Q2	$365K	Hold	6,000	–	–	0.29%	72
2016 Q1	$368K	Hold	6,000	–	–	0.3%	71
2015 Q4	$417K	Hold	6,000	–	–	0.35%	65
2015 Q3	$445K	Hold	6,000	–	–	0.4%	65
2015 Q2	$466K	Hold	6,000	–	–	0.38%	65
2015 Q1	$469K	Hold	6,000	–	–	0.41%	65
2014 Q4	$558K	Hold	6,000	–	–	0.48%	64
2014 Q3	$525K	Hold	6,000	–	–	0.46%	63
2014 Q2	$569K	Hold	6,000	–	–	0.5%	60
2014 Q1	$540K	Hold	6,000	–	–	0.48%	62
2013 Q4	$544K	Buy	+6,000	New	+$493K	0.51%	62

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

MacNealy Hoover Investment Management's AXP Position: Q2 2019 in Review

MacNealy Hoover Investment Management sold out of American Express (AXP) in Q2 2019, closing a stake of 3,000 shares — an estimated $328K sold.

MacNealy Hoover Investment Management first reported a position in AXP in Q4 2013 and held it in 22 quarters. The position peaked at $596K in Q4 2017. 1,580 funds tracked by Wall St. Rank hold AXP as of Q2 2019.

MacNealy Hoover Investment Management reported no remaining American Express position as of Q2 2019 after selling out during the quarter.
MacNealy Hoover Investment Management sold 3,000 American Express shares in Q2 2019, an estimated $328K.
MacNealy Hoover Investment Management first reported a position in American Express in Q4 2013 and held it in 22 quarters.
MacNealy Hoover Investment Management's American Express position peaked at $596K in Q4 2017.
1,580 funds tracked by Wall St. Rank held American Express as of Q2 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q2 2019, filed 9 Jul 2019.