Maltese Capital Management’s American Express AXP Stock Holding History

Maltese Capital 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
2018 Q3	–	Sell	-75,000	Closed	-$7.35M	–	206
2018 Q2	$7.35M	Buy	+75,000	New	+$7.37M	0.49%	80
2016 Q3	–	Sell	-20,000	Closed	-$1.22M	–	179
2016 Q2	$1.22M	Buy	+20,000	New	+$1.27M	0.15%	147
2014 Q4	–	Sell	-24,500	Closed	-$2.15M	–	206
2014 Q3	$2.15M	Buy	+24,500	New	+$2.21M	0.26%	130
2013 Q4	–	Sell	-137,200	Closed	-$10.4M	–	172
2013 Q3	$10.4M	Buy	+137,200	New	+$10.3M	1.09%	27

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Maltese Capital Management's AXP Position: Q3 2018 in Review

Maltese Capital Management sold out of American Express (AXP) in Q3 2018, closing a stake of 75,000 shares — an estimated $7.35M sold.

Maltese Capital Management first reported a position in AXP in Q3 2013 and held it in 4 quarters. The position peaked at $10.4M in Q3 2013. 1,451 funds tracked by Wall St. Rank hold AXP as of Q3 2018.

Maltese Capital Management reported no remaining American Express position as of Q3 2018 after selling out during the quarter.
Maltese Capital Management sold 75,000 American Express shares in Q3 2018, an estimated $7.35M.
Maltese Capital Management first reported a position in American Express in Q3 2013 and held it in 4 quarters.
Maltese Capital Management's American Express position peaked at $10.4M in Q3 2013.
1,451 funds tracked by Wall St. Rank held American Express as of Q3 2018.

Based on Maltese Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.