PIM
AXP icon

Partner Investment Management’s American Express AXP Stock Holding History

Partner 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
2014
Q3 		– Sell
-90,514
Closed -$8.59M – 64
2014
Q2 		$8.59M Buy
90,514
+23,665
+35% +$2.13M 1.72% 24
2014
Q1 		$6.02M Buy
+66,849
New +$5.97M 1.11% 33

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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 $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partner Investment Management's AXP Position: Q3 2014 in Review

Partner Investment Management sold out of American Express (AXP) in Q3 2014, closing a stake of 90,514 shares — an estimated $8.59M sold.

Partner Investment Management first reported a position in AXP in Q1 2014 and held it in 2 quarters. The position peaked at $8.59M in Q2 2014. 1,238 funds tracked by Wall St. Rank hold AXP as of Q3 2014.

  • Partner Investment Management reported no remaining American Express position as of Q3 2014 after selling out during the quarter.
  • Partner Investment Management sold 90,514 American Express shares in Q3 2014, an estimated $8.59M.
  • Partner Investment Management first reported a position in American Express in Q1 2014 and held it in 2 quarters.
  • Partner Investment Management's American Express position peaked at $8.59M in Q2 2014.
  • 1,238 funds tracked by Wall St. Rank held American Express as of Q3 2014.

Based on Partner Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.