Redwood Investments’s American Express AXP Stock Holding History

Redwood Investments’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
2018 Q1	–	Sell	-22,565	Closed	-$2.24M	–	127
2017 Q4	$2.24M	Buy	22,565 +5,437	+32%	+$518K	0.16%	105
2017 Q3	$1.55M	Hold	17,128	–	–	0.18%	109
2017 Q2	$1.44M	Buy	17,128 +15,703	+1,102%	+$1.24M	0.15%	105
2017 Q1	$113K	Hold	1,425	–	–	0.01%	117
2016 Q4	$106K	Hold	1,425	–	–	0.01%	110
2016 Q3	$91K	Hold	1,425	–	–	0.01%	112
2016 Q2	$87K	Hold	1,425	–	–	0.01%	125
2016 Q1	$87K	Sell	1,425 -275	-16%	-$16K	0.01%	128
2015 Q4	$118K	Hold	1,700	–	–	0.01%	121
2015 Q3	$126K	Hold	1,700	–	–	0.02%	123
2015 Q2	$132K	Hold	1,700	–	–	0.02%	123
2015 Q1	$133K	Hold	1,700	–	–	0.02%	127
2014 Q4	$158K	Hold	1,700	–	–	0.02%	127
2014 Q3	$149K	Hold	1,700	–	–	0.02%	119
2014 Q2	$161K	Hold	1,700	–	–	0.02%	125
2014 Q1	$153K	Hold	1,700	–	–	0.02%	120
2013 Q4	$154K	Hold	1,700	–	–	0.02%	135
2013 Q3	$128K	Hold	1,700	–	–	0.02%	133
2013 Q2	$127K	Buy	+1,700	New	+$121K	0.02%	139

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

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Redwood Investments's AXP Position: Q1 2018 in Review

Redwood Investments sold out of American Express (AXP) in Q1 2018, closing a stake of 22,565 shares — an estimated $2.24M sold.

Redwood Investments first reported a position in AXP in Q2 2013 and held it in 19 quarters. The position peaked at $2.24M in Q4 2017. 1,442 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

Redwood Investments reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
Redwood Investments sold 22,565 American Express shares in Q1 2018, an estimated $2.24M.
Redwood Investments first reported a position in American Express in Q2 2013 and held it in 19 quarters.
Redwood Investments's American Express position peaked at $2.24M in Q4 2017.
1,442 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Redwood Investments's 13F filing for Q1 2018, filed 15 May 2018.