Peachtree Investment Advisors’s American Express AXP Stock Holding History

Peachtree Investment Advisors’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 Q2	–	Sell	-21,409	Closed	-$1.31M	–	87
2016 Q1	$1.31M	Sell	21,409 -50	-0.2%	-$2.91K	1.32%	28
2015 Q4	$1.49M	Buy	21,459 +1,525	+8%	+$111K	1.56%	20
2015 Q3	$1.48M	Buy	19,934 +1,350	+7%	+$104K	1.53%	18
2015 Q2	$1.44M	Buy	18,584 +3,205	+21%	+$254K	1.08%	23
2015 Q1	$1.2M	Buy	15,379 +4,590	+43%	+$381K	0.86%	32
2014 Q4	$1M	Buy	10,789 +1,725	+19%	+$155K	0.67%	36
2014 Q3	$793K	Buy	9,064 +200	+2%	+$18K	0.53%	53
2014 Q2	$841K	Buy	8,864 +325	+4%	+$29.3K	0.56%	52
2014 Q1	$769K	Buy	8,539 +375	+5%	+$33.5K	0.52%	55
2013 Q4	$741K	Buy	+8,164	New	+$671K	0.51%	58

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

Peachtree Investment Advisors's AXP Position: Q2 2016 in Review

Peachtree Investment Advisors sold out of American Express (AXP) in Q2 2016, closing a stake of 21,409 shares — an estimated $1.31M sold.

Peachtree Investment Advisors first reported a position in AXP in Q4 2013 and held it in 10 quarters. The position peaked at $1.49M in Q4 2015. 1,183 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

Peachtree Investment Advisors reported no remaining American Express position as of Q2 2016 after selling out during the quarter.
Peachtree Investment Advisors sold 21,409 American Express shares in Q2 2016, an estimated $1.31M.
Peachtree Investment Advisors first reported a position in American Express in Q4 2013 and held it in 10 quarters.
Peachtree Investment Advisors's American Express position peaked at $1.49M in Q4 2015.
1,183 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on Peachtree Investment Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.