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MDE Group’s American Express AXP Stock Holding History

MDE Group’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
Q3 		– Sell
-2,697
Closed -$256K – 61
2014
Q2 		$256K Sell
2,697
-883
-25% -$79.6K 0.06% 55
2014
Q1 		$322K Sell
3,580
-400
-10% -$35.7K 0.07% 55
2013
Q4 		$361K Buy
3,980
+566
+17% +$46.5K 0.06% 46
2013
Q3 		$258K Buy
+3,414
New +$257K 0.04% 61

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MDE Group's AXP Position: Q3 2014 in Review

MDE Group sold out of American Express (AXP) in Q3 2014, closing a stake of 2,697 shares — an estimated $256K sold.

MDE Group first reported a position in AXP in Q3 2013 and held it in 4 quarters. The position peaked at $361K in Q4 2013. 1,236 funds tracked by Wall St. Rank hold AXP as of Q3 2014.

  • MDE Group reported no remaining American Express position as of Q3 2014 after selling out during the quarter.
  • MDE Group sold 2,697 American Express shares in Q3 2014, an estimated $256K.
  • MDE Group first reported a position in American Express in Q3 2013 and held it in 4 quarters.
  • MDE Group's American Express position peaked at $361K in Q4 2013.
  • 1,236 funds tracked by Wall St. Rank held American Express as of Q3 2014.

Based on MDE Group's 13F filing for Q3 2014, filed 16 Oct 2014.