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Nationwide Fund Advisors’s American Express AXP Stock Holding History

Nationwide Fund Advisors’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
-429,428
Closed -$38.8M – 205
2017
Q3 		$38.8M Sell
429,428
-14,413
-3% -$1.24M 0.15% 124
2017
Q2 		$37.4M Buy
443,841
+111,845
+34% +$8.85M 0.15% 123
2017
Q1 		$26.3M Buy
331,996
+115,857
+54% +$9.06M 0.11% 217
2016
Q4 		$16M Sell
216,139
-61,422
-22% -$4.25M 0.07% 400
2016
Q3 		$17.8M Sell
277,561
-10,712
-4% -$688K 0.07% 348
2016
Q2 		$17.5M Sell
288,273
-135,065
-32% -$8.56M 0.08% 325
2016
Q1 		$25.2M Sell
423,338
-128,075
-23% -$7.45M 0.11% 207
2015
Q4 		$38.4M Buy
551,413
+121,611
+28% +$8.85M 0.16% 117
2015
Q3 		$31.9M Sell
429,802
-16,464
-4% -$1.27M 0.14% 144
2015
Q2 		$34.7M Buy
446,266
+16,504
+4% +$1.31M 0.14% 146
2015
Q1 		$33.6M Sell
429,762
-10,556
-2% -$877K 0.14% 160
2014
Q4 		$41M Sell
440,318
-255,185
-37% -$22.9M 0.18% 118
2014
Q3 		$60.9M Sell
695,503
-28,401
-4% -$2.56M 0.26% 54
2014
Q2 		$68.7M Buy
+723,904
New +$65.3M 0.28% 49
2014
Q1 		– Sell
-778,411
Closed -$70.6M – 3133
2013
Q4 		$70.6M Buy
778,411
+15,015
+2% +$1.23M 0.29% 54
2013
Q3 		$57.7M Buy
763,396
+235,959
+45% +$17.8M 0.26% 66
2013
Q2 		$39.4M Buy
+527,437
New +$37.5M 0.21% 83

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

Nationwide Fund Advisors's AXP Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of American Express (AXP) in Q4 2017, closing a stake of 429,428 shares — an estimated $38.8M sold.

Nationwide Fund Advisors first reported a position in AXP in Q2 2013 and held it in 17 quarters. The position peaked at $70.6M in Q4 2013. 1,429 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 429,428 American Express shares in Q4 2017, an estimated $38.8M.
  • Nationwide Fund Advisors first reported a position in American Express in Q2 2013 and held it in 17 quarters.
  • Nationwide Fund Advisors's American Express position peaked at $70.6M in Q4 2013.
  • 1,429 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.