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Parasol Investment Management’s American Express AXP Stock Holding History

Parasol 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
2015
Q3 		– Sell
-393
Closed -$31K – 168
2015
Q2 		$31K Hold
393
– – 0.02% 130
2015
Q1 		$31K Buy
393
+150
+62% +$12.5K 0.02% 133
2014
Q4 		$23K Hold
243
– – 0.02% 167
2014
Q3 		$21K Hold
243
– – 0.01% 159
2014
Q2 		$23K Hold
243
– – 0.02% 152
2014
Q1 		$22K Hold
243
– – 0.02% 135
2013
Q4 		$22K Buy
+243
New +$20K 0.01% 136

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Parasol Investment Management's AXP Position: Q3 2015 in Review

Parasol Investment Management sold out of American Express (AXP) in Q3 2015, closing a stake of 393 shares — an estimated $31K sold.

Parasol Investment Management first reported a position in AXP in Q4 2013 and held it in 7 quarters. The position peaked at $31K in Q2 2015. 1,279 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

  • Parasol Investment Management reported no remaining American Express position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 393 American Express shares in Q3 2015, an estimated $31K.
  • Parasol Investment Management first reported a position in American Express in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's American Express position peaked at $31K in Q2 2015.
  • 1,279 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.