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Mader & Shannon Wealth Management’s American Express AXP Stock Holding History

Mader & Shannon Wealth 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
2014
Q4 		– Sell
-47,651
Closed -$4.17M – 22
2014
Q3 		$4.17M Buy
47,651
+5,911
+14% +$532K 8.13% 8
2014
Q2 		$3.96M Buy
+41,740
New +$3.76M 3.04% 13

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mader & Shannon Wealth Management's AXP Position: Q4 2014 in Review

Mader & Shannon Wealth Management sold out of American Express (AXP) in Q4 2014, closing a stake of 47,651 shares — an estimated $4.17M sold.

Mader & Shannon Wealth Management first reported a position in AXP in Q2 2014 and held it in 2 quarters. The position peaked at $4.17M in Q3 2014. 1,320 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Mader & Shannon Wealth Management reported no remaining American Express position as of Q4 2014 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 47,651 American Express shares in Q4 2014, an estimated $4.17M.
  • Mader & Shannon Wealth Management first reported a position in American Express in Q2 2014 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's American Express position peaked at $4.17M in Q3 2014.
  • 1,320 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.