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Sarah Ketterer’s American Express AXP Stock Holding History

Sarah Ketterer’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
Q3 		– Sell
-638,037
Closed -$57.9M – 87
2015
Q2 		$57.9M Buy
+638,037
New +$50.6M 1.45% 28

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sarah Ketterer's AXP Position: Q3 2015 in Review

Sarah Ketterer sold out of American Express (AXP) in Q3 2015, closing a stake of 638,037 shares — an estimated $57.9M sold.

Sarah Ketterer first reported a position in AXP in Q2 2015 and held it in 1 quarter. The position peaked at $57.9M in Q2 2015. 1,280 funds tracked by Wall St. Rank hold AXP as of Q3 2015.

  • Sarah Ketterer reported no remaining American Express position as of Q3 2015 after selling out during the quarter.
  • Sarah Ketterer sold 638,037 American Express shares in Q3 2015, an estimated $57.9M.
  • Sarah Ketterer first reported a position in American Express in Q2 2015 and held it in 1 quarter.
  • Sarah Ketterer's American Express position peaked at $57.9M in Q2 2015.
  • 1,280 funds tracked by Wall St. Rank held American Express as of Q3 2015.

Based on Causeway Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.