Pictet North America Advisors’s American Express AXP Stock Holding History

Pictet North America 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 Q3	–	Sell	-4,500	Closed	-$273K	–	99
2016 Q2	$273K	Buy	+4,500	New	+$285K	0.06%	93
2015 Q1	–	Sell	-10,010	Closed	-$931K	–	79
2014 Q4	$931K	Buy	+10,010	New	+$897K	0.19%	42
2014 Q2	–	Sell	-7,260	Closed	-$654K	–	52
2014 Q1	$654K	Buy	7,260 +300	+4%	+$26.8K	0.18%	36
2013 Q4	$631K	Buy	+6,960	New	+$572K	0.14%	30

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

Pictet North America Advisors's AXP Position: Q3 2016 in Review

Pictet North America Advisors sold out of American Express (AXP) in Q3 2016, closing a stake of 4,500 shares — an estimated $273K sold.

Pictet North America Advisors first reported a position in AXP in Q4 2013 and held it in 4 quarters. The position peaked at $931K in Q4 2014. 1,183 funds tracked by Wall St. Rank hold AXP as of Q3 2016.

Pictet North America Advisors reported no remaining American Express position as of Q3 2016 after selling out during the quarter.
Pictet North America Advisors sold 4,500 American Express shares in Q3 2016, an estimated $273K.
Pictet North America Advisors first reported a position in American Express in Q4 2013 and held it in 4 quarters.
Pictet North America Advisors's American Express position peaked at $931K in Q4 2014.
1,183 funds tracked by Wall St. Rank held American Express as of Q3 2016.

Based on Pictet North America Advisors's 13F filing for Q3 2016, filed 7 Nov 2016.