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Northwestern Mutual Investment Services’s American Express AXP Stock Holding History

Northwestern Mutual Investment Services’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
2016
Q1 		– Sell
-100
Closed -$7K – 6
2015
Q4 		$7K Buy
+100
New +$7.28K ﹤0.01% 32
2015
Q1 		– Sell
-63
Closed -$6K – 81
2014
Q4 		$6K Buy
+63
New +$5.65K ﹤0.01% 32
2014
Q3 		– Sell
-199
Closed -$19K – 64
2014
Q2 		$19K Buy
+199
New +$17.9K 0.01% 29

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
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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Northwestern Mutual Investment Services's AXP Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of American Express (AXP) in Q1 2016, closing a stake of 100 shares — an estimated $7K sold.

Northwestern Mutual Investment Services first reported a position in AXP in Q2 2014 and held it in 3 quarters. The position peaked at $19K in Q2 2014. 1,199 funds tracked by Wall St. Rank hold AXP as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining American Express position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 100 American Express shares in Q1 2016, an estimated $7K.
  • Northwestern Mutual Investment Services first reported a position in American Express in Q2 2014 and held it in 3 quarters.
  • Northwestern Mutual Investment Services's American Express position peaked at $19K in Q2 2014.
  • 1,199 funds tracked by Wall St. Rank held American Express as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.