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Retirement Design & Management’s American Express AXP Stock Holding History

Retirement Design & 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
2015
Q2 		– Sell
-3,278
Closed -$257K – 75
2015
Q1 		$257K Sell
3,278
-25,481
-89% -$2.12M 0.22% 63
2014
Q4 		$2.68M Buy
+28,759
New +$2.58M 2.03% 15

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Retirement Design & Management's AXP Position: Q2 2015 in Review

Retirement Design & Management sold out of American Express (AXP) in Q2 2015, closing a stake of 3,278 shares — an estimated $257K sold.

Retirement Design & Management first reported a position in AXP in Q4 2014 and held it in 2 quarters. The position peaked at $2.68M in Q4 2014. 1,292 funds tracked by Wall St. Rank hold AXP as of Q2 2015.

  • Retirement Design & Management reported no remaining American Express position as of Q2 2015 after selling out during the quarter.
  • Retirement Design & Management sold 3,278 American Express shares in Q2 2015, an estimated $257K.
  • Retirement Design & Management first reported a position in American Express in Q4 2014 and held it in 2 quarters.
  • Retirement Design & Management's American Express position peaked at $2.68M in Q4 2014.
  • 1,292 funds tracked by Wall St. Rank held American Express as of Q2 2015.

Based on Retirement Design & Management's 13F filing for Q2 2015, filed 7 Aug 2015.