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Progressive Investment Management’s American Express AXP Stock Holding History

Progressive 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
2017
Q1 		– Sell
-32,840
Closed -$2.43M – 49
2016
Q4 		$2.43M Sell
32,840
-646
-2% -$44.7K 2.23% 22
2016
Q3 		$2.14M Sell
33,486
-75
-0.2% -$4.82K 1.99% 29
2016
Q2 		$2.04M Buy
33,561
+525
+2% +$33.3K 1.98% 28
2016
Q1 		$2.03M Hold
33,036
– – 2.06% 26
2015
Q4 		$2.3M Buy
33,036
+318
+1% +$23.1K 2.46% 15
2015
Q3 		$2.42M Buy
32,718
+27,396
+515% +$2.11M 2.8% 11
2015
Q2 		$414K Sell
5,322
-887
-14% -$70.4K 0.46% 59
2015
Q1 		$485K Sell
6,209
-51,529
-89% -$4.28M 1.67% 34
2014
Q4 		$5.37M Buy
57,738
+77
+0.1% +$6.9K 1.84% 33
2014
Q3 		$5.05M Buy
+57,661
New +$5.19M 1.75% 37

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
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

Progressive Investment Management's AXP Position: Q1 2017 in Review

Progressive Investment Management sold out of American Express (AXP) in Q1 2017, closing a stake of 32,840 shares — an estimated $2.43M sold.

Progressive Investment Management first reported a position in AXP in Q3 2014 and held it in 10 quarters. The position peaked at $5.37M in Q4 2014. 1,253 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

  • Progressive Investment Management reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
  • Progressive Investment Management sold 32,840 American Express shares in Q1 2017, an estimated $2.43M.
  • Progressive Investment Management first reported a position in American Express in Q3 2014 and held it in 10 quarters.
  • Progressive Investment Management's American Express position peaked at $5.37M in Q4 2014.
  • 1,253 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Progressive Investment Management's 13F filing for Q1 2017, filed 25 Apr 2017.