Robert N. Shapiro’s American Express AXP Stock Holding History

Robert N. Shapiro’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
2014 Q4	$4.57M	Sell	49,093 -7,926	-14%	-$711K	0.91%	28
2014 Q3	$4.99M	Sell	57,019 -1,553	-3%	-$140K	0.95%	22
2014 Q2	$5.55M	Sell	58,572 -303	-0.5%	-$27.3K	1.06%	20
2014 Q1	$5.3M	Sell	58,875 -2,002	-3%	-$179K	0.98%	24
2013 Q4	$5.53M	Sell	60,877 -8,494	-12%	-$698K	0.99%	24
2013 Q3	$5.24M	Buy	69,371 +13,301	+24%	+$1M	0.92%	26
2013 Q2	$4.19M	Buy	+56,070	New	+$3.99M	0.88%	28

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Robert N. Shapiro's AXP Position: Q4 2014 in Review

Robert N. Shapiro reduced its American Express (AXP) stake by 14% in Q4 2014, selling an estimated $711K and leaving 49,093 shares worth $4.57M. The position accounts for 0.91% of the portfolio, ranked #28.

Robert N. Shapiro first reported a position in AXP in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.55M in Q2 2014. 1,318 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

Robert N. Shapiro held 49,093 shares of American Express worth $4.57M as of Q4 2014.
Robert N. Shapiro sold 7,926 American Express shares in Q4 2014, an estimated $711K.
American Express made up 0.91% of Robert N. Shapiro's portfolio in Q4 2014, its #28 holding.
Robert N. Shapiro first reported a position in American Express in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's American Express position peaked at $5.55M in Q2 2014.
1,318 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.