Signature Financial Management’s American Express AXP Stock Holding History

Signature Financial 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
2018 Q4	$212K	Hold	2,232	–	–	0.05%	120
2018 Q3	$238K	Hold	2,232	–	–	0.04%	138
2018 Q2	$219K	Hold	2,232	–	–	0.05%	149
2018 Q1	$209K	Sell	2,232 -50	-2%	-$4.84K	0.04%	151
2017 Q4	$227K	Buy	+2,282	New	+$217K	0.06%	106
2015 Q4	–	Sell	-3,538	Closed	-$262K	–	108
2015 Q3	$262K	Buy	+3,538	New	+$272K	0.16%	80
2013 Q4	–	Sell	-2,943	Closed	-$223K	–	74
2013 Q3	$223K	Buy	+2,943	New	+$221K	0.2%	65

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Signature Financial Management's AXP Position: Q4 2018 in Review

Signature Financial Management held its American Express (AXP) position steady in Q4 2018 at 2,232 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #120.

Signature Financial Management first reported a position in AXP in Q3 2013 and has held it in 7 quarters since. The position peaked at $262K in Q3 2015. 1,525 funds tracked by Wall St. Rank hold AXP as of Q4 2018.

Signature Financial Management held 2,232 shares of American Express worth $212K as of Q4 2018.
Signature Financial Management left its American Express share count unchanged in Q4 2018.
American Express made up 0.05% of Signature Financial Management's portfolio in Q4 2018, its #120 holding.
Signature Financial Management first reported a position in American Express in Q3 2013 and has held it in 7 quarters since.
Signature Financial Management's American Express position peaked at $262K in Q3 2015.
1,525 funds tracked by Wall St. Rank held American Express as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.