Park Avenue Institutional Advisers’s American Express AXP Stock Holding History

Park Avenue Institutional Advisers’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 Q3	–	Sell	-5,167	Closed	-$314K	–	48
2016 Q2	$314K	Sell	5,167 -103	-2%	-$6.53K	0.27%	89
2016 Q1	$324K	Sell	5,270 -149	-3%	-$8.67K	0.28%	89
2015 Q4	$377K	Sell	5,419 -243	-4%	-$17.7K	0.32%	71
2015 Q3	$420K	Sell	5,662 -249	-4%	-$19.2K	0.37%	64
2015 Q2	$459K	Buy	+5,911	New	+$469K	0.37%	63

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Park Avenue Institutional Advisers's AXP Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of American Express (AXP) in Q3 2016, closing a stake of 5,167 shares — an estimated $314K sold.

Park Avenue Institutional Advisers first reported a position in AXP in Q2 2015 and held it in 5 quarters. The position peaked at $459K in Q2 2015. 1,183 funds tracked by Wall St. Rank hold AXP as of Q3 2016.

Park Avenue Institutional Advisers reported no remaining American Express position as of Q3 2016 after selling out during the quarter.
Park Avenue Institutional Advisers sold 5,167 American Express shares in Q3 2016, an estimated $314K.
Park Avenue Institutional Advisers first reported a position in American Express in Q2 2015 and held it in 5 quarters.
Park Avenue Institutional Advisers's American Express position peaked at $459K in Q2 2015.
1,183 funds tracked by Wall St. Rank held American Express as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.