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Martin Currie’s American Express AXP Stock Holding History

Martin Currie’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
2016
Q3 		– Sell
-15,400
Closed -$936K – 106
2016
Q2 		$936K Hold
15,400
– – 0.09% 71
2016
Q1 		$946K Hold
15,400
– – 0.09% 73
2015
Q4 		$1.07M Hold
15,400
– – 0.11% 70
2015
Q3 		$1.14M Buy
+15,400
New +$1.18M 0.12% 68

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Martin Currie's AXP Position: Q3 2016 in Review

Martin Currie sold out of American Express (AXP) in Q3 2016, closing a stake of 15,400 shares — an estimated $936K sold.

Martin Currie first reported a position in AXP in Q3 2015 and held it in 4 quarters. The position peaked at $1.14M in Q3 2015. 1,183 funds tracked by Wall St. Rank hold AXP as of Q3 2016.

  • Martin Currie reported no remaining American Express position as of Q3 2016 after selling out during the quarter.
  • Martin Currie sold 15,400 American Express shares in Q3 2016, an estimated $936K.
  • Martin Currie first reported a position in American Express in Q3 2015 and held it in 4 quarters.
  • Martin Currie's American Express position peaked at $1.14M in Q3 2015.
  • 1,183 funds tracked by Wall St. Rank held American Express as of Q3 2016.

Based on Martin Currie's 13F filing for Q3 2016, filed 14 Nov 2016.