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Massachusetts Mutual Life Insurance’s American Express AXP Stock Holding History

Massachusetts Mutual Life Insurance’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
2013
Q4 		– Sell
-8,871
Closed -$670K – 23
2013
Q3 		$670K Buy
8,871
+3,250
+58% +$245K 0.64% 43
2013
Q2 		$420K Buy
+5,621
New +$400K 1.71% 28

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Mutual Life Insurance's AXP Position: Q4 2013 in Review

Massachusetts Mutual Life Insurance sold out of American Express (AXP) in Q4 2013, closing a stake of 8,871 shares — an estimated $670K sold.

Massachusetts Mutual Life Insurance first reported a position in AXP in Q2 2013 and held it in 2 quarters. The position peaked at $670K in Q3 2013. 1,205 funds tracked by Wall St. Rank hold AXP as of Q4 2013.

  • Massachusetts Mutual Life Insurance reported no remaining American Express position as of Q4 2013 after selling out during the quarter.
  • Massachusetts Mutual Life Insurance sold 8,871 American Express shares in Q4 2013, an estimated $670K.
  • Massachusetts Mutual Life Insurance first reported a position in American Express in Q2 2013 and held it in 2 quarters.
  • Massachusetts Mutual Life Insurance's American Express position peaked at $670K in Q3 2013.
  • 1,205 funds tracked by Wall St. Rank held American Express as of Q4 2013.

Based on Massachusetts Mutual Life Insurance's 13F filing for Q4 2013, filed 13 Feb 2014.