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National Planning Corporation’s American Express AXP Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-9,071
Closed -$821K – 82
2017
Q3 		$821K Buy
9,071
+989
+12% +$85K 0.07% 259
2017
Q2 		$688K Sell
8,082
-601
-7% -$47.6K 0.05% 328
2017
Q1 		$680K Sell
8,683
-438
-5% -$34.2K 0.05% 309
2016
Q4 		$698K Buy
9,121
+623
+7% +$43.1K 0.05% 296
2016
Q3 		$569K Buy
8,498
+433
+5% +$27.8K 0.05% 336
2016
Q2 		$512K Buy
8,065
+1,014
+14% +$64.2K 0.04% 369
2016
Q1 		$455K Sell
7,051
-2,929
-29% -$170K 0.04% 375
2015
Q4 		$539K Buy
9,980
+2,182
+28% +$159K 0.04% 390
2015
Q3 		$578K Buy
7,798
+500
+7% +$38.5K 0.05% 319
2015
Q2 		$594K Sell
7,298
-1,314
-15% -$104K 0.05% 316
2015
Q1 		$670K Sell
8,612
-2,152
-20% -$179K 0.06% 278
2014
Q4 		$972K Sell
10,764
-355
-3% -$31.8K 0.07% 253
2014
Q3 		$969K Sell
11,119
-274
-2% -$24.7K 0.07% 254
2014
Q2 		$1.08M Sell
11,393
-1,237
-10% -$112K 0.08% 232
2014
Q1 		$1.14M Sell
12,630
-156
-1% -$13.9K 0.1% 210
2013
Q4 		$1.16M Buy
12,786
+237
+2% +$19.5K 0.1% 207
2013
Q3 		$959K Buy
12,549
+2,743
+28% +$206K 0.09% 220
2013
Q2 		$725K Buy
+9,806
New +$698K 0.09% 225

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

National Planning Corporation's AXP Position: Q4 2017 in Review

National Planning Corporation sold out of American Express (AXP) in Q4 2017, closing a stake of 9,071 shares — an estimated $821K sold.

National Planning Corporation first reported a position in AXP in Q2 2013 and held it in 18 quarters. The position peaked at $1.16M in Q4 2013. 1,429 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • National Planning Corporation reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 9,071 American Express shares in Q4 2017, an estimated $821K.
  • National Planning Corporation first reported a position in American Express in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's American Express position peaked at $1.16M in Q4 2013.
  • 1,429 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.