SeaBridge Investment Advisors’s American Express AXP Stock Holding History

SeaBridge Investment Advisors’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 Q3	–	Sell	-1,010	Closed	-$99K	–	243
2018 Q2	$99K	Hold	1,010	–	–	0.02%	155
2018 Q1	$94K	Hold	1,010	–	–	0.02%	151
2017 Q4	$100K	Hold	1,010	–	–	0.02%	155
2017 Q3	$91K	Hold	1,010	–	–	0.02%	157
2017 Q2	$85K	Sell	1,010 -260	-20%	-$20.6K	0.02%	164
2017 Q1	$100K	Buy	+1,270	New	+$99.3K	0.02%	162
2016 Q1	–	Sell	-471	Closed	-$33K	–	231
2015 Q4	$33K	Hold	471	–	–	0.01%	181
2015 Q3	$35K	Hold	471	–	–	0.01%	173
2015 Q2	$37K	Hold	471	–	–	0.01%	169
2015 Q1	$37K	Hold	471	–	–	0.01%	177
2014 Q4	$44K	Sell	471 -270	-36%	-$24.2K	0.01%	179
2014 Q3	$65K	Buy	+741	New	+$66.7K	0.02%	151

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SeaBridge Investment Advisors's AXP Position: Q3 2018 in Review

SeaBridge Investment Advisors sold out of American Express (AXP) in Q3 2018, closing a stake of 1,010 shares — an estimated $99K sold.

SeaBridge Investment Advisors first reported a position in AXP in Q3 2014 and held it in 12 quarters. The position peaked at $100K in Q4 2017. 1,451 funds tracked by Wall St. Rank hold AXP as of Q3 2018.

SeaBridge Investment Advisors reported no remaining American Express position as of Q3 2018 after selling out during the quarter.
SeaBridge Investment Advisors sold 1,010 American Express shares in Q3 2018, an estimated $99K.
SeaBridge Investment Advisors first reported a position in American Express in Q3 2014 and held it in 12 quarters.
SeaBridge Investment Advisors's American Express position peaked at $100K in Q4 2017.
1,451 funds tracked by Wall St. Rank held American Express as of Q3 2018.

Based on SeaBridge Investment Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.