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RIT Capital Partners’s American Express AXP Stock Holding History

RIT Capital Partners’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
2013
Q3 		– Sell
-68,600
Closed -$5.12M – 14
2013
Q2 		$5.12M Buy
+68,600
New +$4.88M 1.94% 14

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

RIT Capital Partners's AXP Position: Q3 2013 in Review

RIT Capital Partners sold out of American Express (AXP) in Q3 2013, closing a stake of 68,600 shares — an estimated $5.12M sold.

RIT Capital Partners first reported a position in AXP in Q2 2013 and held it in 1 quarter. The position peaked at $5.12M in Q2 2013. 1,115 funds tracked by Wall St. Rank hold AXP as of Q3 2013.

  • RIT Capital Partners reported no remaining American Express position as of Q3 2013 after selling out during the quarter.
  • RIT Capital Partners sold 68,600 American Express shares in Q3 2013, an estimated $5.12M.
  • RIT Capital Partners first reported a position in American Express in Q2 2013 and held it in 1 quarter.
  • RIT Capital Partners's American Express position peaked at $5.12M in Q2 2013.
  • 1,115 funds tracked by Wall St. Rank held American Express as of Q3 2013.

Based on RIT Capital Partners's 13F filing for Q3 2013, filed 12 Nov 2013.