Pinnacle Advisory Group’s American Express AXP Stock Holding History

Pinnacle Advisory Group’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 Q2	–	Sell	-3,343	Closed	-$261K	–	114
2015 Q1	$261K	Hold	3,343	–	–	0.02%	117
2014 Q4	$311K	Sell	3,343 -54	-2%	-$4.84K	0.03%	103
2014 Q3	$297K	Hold	3,397	–	–	0.04%	90
2014 Q2	$322K	Sell	3,397 -45	-1%	-$4.06K	0.04%	87
2014 Q1	$309K	Buy	3,442 +302	+10%	+$27K	0.03%	78
2013 Q4	$284K	Buy	3,140 +45	+1%	+$3.7K	0.03%	69
2013 Q3	$233K	Buy	3,095 +300	+11%	+$22.6K	0.03%	85
2013 Q2	$209K	Buy	+2,795	New	+$199K	0.03%	79

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Pinnacle Advisory Group's AXP Position: Q2 2015 in Review

Pinnacle Advisory Group sold out of American Express (AXP) in Q2 2015, closing a stake of 3,343 shares — an estimated $261K sold.

Pinnacle Advisory Group first reported a position in AXP in Q2 2013 and held it in 8 quarters. The position peaked at $322K in Q2 2014. 1,295 funds tracked by Wall St. Rank hold AXP as of Q2 2015.

Pinnacle Advisory Group reported no remaining American Express position as of Q2 2015 after selling out during the quarter.
Pinnacle Advisory Group sold 3,343 American Express shares in Q2 2015, an estimated $261K.
Pinnacle Advisory Group first reported a position in American Express in Q2 2013 and held it in 8 quarters.
Pinnacle Advisory Group's American Express position peaked at $322K in Q2 2014.
1,295 funds tracked by Wall St. Rank held American Express as of Q2 2015.

Based on Pinnacle Advisory Group's 13F filing for Q2 2015, filed 4 Aug 2015.