Nine Chapters Capital Management’s American Express AXP Stock Holding History

Nine Chapters Capital 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
2015 Q3	–	Sell	-17,500	Closed	-$1.36M	–	993
2015 Q2	$1.36M	Buy	+17,500	New	+$1.39M	0.11%	264
2014 Q4	–	Sell	-33,700	Closed	-$2.95M	–	943
2014 Q3	$2.95M	Buy	+33,700	New	+$3.03M	0.26%	97
2014 Q1	–	Sell	-42,900	Closed	-$3.89M	–	809
2013 Q4	$3.89M	Buy	42,900 +7,600	+22%	+$624K	0.39%	50
2013 Q3	$2.67M	Buy	+35,300	New	+$2.66M	0.31%	80

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Nine Chapters Capital Management's AXP Position: Q3 2015 in Review

Nine Chapters Capital Management sold out of American Express (AXP) in Q3 2015, closing a stake of 17,500 shares — an estimated $1.36M sold.

Nine Chapters Capital Management first reported a position in AXP in Q3 2013 and held it in 4 quarters. The position peaked at $3.89M in Q4 2013. 1,279 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

Nine Chapters Capital Management reported no remaining American Express position as of Q3 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 17,500 American Express shares in Q3 2015, an estimated $1.36M.
Nine Chapters Capital Management first reported a position in American Express in Q3 2013 and held it in 4 quarters.
Nine Chapters Capital Management's American Express position peaked at $3.89M in Q4 2013.
1,279 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Nine Chapters Capital Management's 13F filing for Q3 2015, filed 16 Nov 2015.