McKinley Carter Wealth Services’s American Express AXP Stock Holding History

McKinley Carter Wealth Services’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 Q2	–	Sell	-339	Closed	-$32K	–	175
2018 Q1	$32K	Buy	+339	New	+$32.8K	0.01%	296
2016 Q1	–	Sell	-3,146	Closed	-$219K	–	128
2015 Q4	$219K	Sell	3,146 -467	-13%	-$34K	0.13%	106
2015 Q3	$268K	Sell	3,613 -297	-8%	-$22.9K	0.17%	91
2015 Q2	$304K	Sell	3,910 -33	-0.8%	-$2.62K	0.16%	103
2015 Q1	$308K	Buy	3,943 +96	+2%	+$7.98K	0.2%	87
2014 Q4	$358K	Buy	+3,847	New	+$345K	0.28%	72

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

McKinley Carter Wealth Services's AXP Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of American Express (AXP) in Q2 2018, closing a stake of 339 shares — an estimated $32K sold.

McKinley Carter Wealth Services first reported a position in AXP in Q4 2014 and held it in 6 quarters. The position peaked at $358K in Q4 2014. 1,429 funds tracked by Wall St. Rank hold AXP as of Q2 2018.

McKinley Carter Wealth Services reported no remaining American Express position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 339 American Express shares in Q2 2018, an estimated $32K.
McKinley Carter Wealth Services first reported a position in American Express in Q4 2014 and held it in 6 quarters.
McKinley Carter Wealth Services's American Express position peaked at $358K in Q4 2014.
1,429 funds tracked by Wall St. Rank held American Express as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.