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Midwest Investment Management’s American Express AXP Stock Holding History

Midwest Investment 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
2017
Q1 		– Sell
-4,434
Closed -$328K – 52
2016
Q4 		$328K Sell
4,434
-16,561
-79% -$1.15M 0.28% 38
2016
Q3 		$1.34M Sell
20,995
-1,335
-6% -$85.8K 1.17% 34
2016
Q2 		$1.36M Sell
22,330
-850
-4% -$53.8K 1.11% 35
2016
Q1 		$1.42M Sell
23,180
-245
-1% -$14.3K 1.15% 37
2015
Q4 		$1.63M Sell
23,425
-150
-0.6% -$10.9K 1.39% 33
2015
Q3 		$1.75M Sell
23,575
-35
-0.1% -$2.69K 1.49% 34
2015
Q2 		$1.83M Sell
23,610
-40
-0.2% -$3.17K 1.41% 36
2015
Q1 		$1.85M Buy
23,650
+1,625
+7% +$135K 1.4% 36
2014
Q4 		$2.05M Sell
22,025
-250
-1% -$22.4K 1.49% 33
2014
Q3 		$1.95M Buy
22,275
+305
+1% +$27.5K 1.45% 33
2014
Q2 		$2.08M Sell
21,970
-1,325
-6% -$119K 1.52% 33
2014
Q1 		$2.1M Sell
23,295
-735
-3% -$65.7K 1.57% 34
2013
Q4 		$2.18M Sell
24,030
-800
-3% -$65.7K 1.63% 33
2013
Q3 		$1.88M Sell
24,830
-860
-3% -$64.7K 1.57% 34
2013
Q2 		$1.92M Buy
+25,690
New +$1.83M 1.95% 31

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Midwest Investment Management's AXP Position: Q1 2017 in Review

Midwest Investment Management sold out of American Express (AXP) in Q1 2017, closing a stake of 4,434 shares — an estimated $328K sold.

Midwest Investment Management first reported a position in AXP in Q2 2013 and held it in 15 quarters. The position peaked at $2.18M in Q4 2013. 1,255 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

  • Midwest Investment Management reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
  • Midwest Investment Management sold 4,434 American Express shares in Q1 2017, an estimated $328K.
  • Midwest Investment Management first reported a position in American Express in Q2 2013 and held it in 15 quarters.
  • Midwest Investment Management's American Express position peaked at $2.18M in Q4 2013.
  • 1,255 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Midwest Investment Management's 13F filing for Q1 2017, filed 10 May 2017.