SII Investments’s American Express AXP Stock Holding History

SII Investments’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
2017 Q3	–	Sell	-200	Closed	-$3K	–	604
2017 Q2	$3K	Buy	+200	New	+$15.8K	﹤0.01%	594

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

SII Investments's AXP Position: Q1 2018 in Review

SII Investments sold out of American Express (AXP) in Q1 2018, closing a stake of 13,985 shares — an estimated $1.39M sold.

SII Investments first reported a position in AXP in Q4 2013 and held it in 17 quarters. The position peaked at $1.57M in Q3 2017. 1,442 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

SII Investments reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
SII Investments sold 13,985 American Express shares in Q1 2018, an estimated $1.39M.
SII Investments first reported a position in American Express in Q4 2013 and held it in 17 quarters.
SII Investments's American Express position peaked at $1.57M in Q3 2017.
1,442 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.