Smith Affiliated Capital’s American Express AXP Stock Holding History

Smith Affiliated Capital’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	–	Hold	0	–	–	–	75
2017 Q2	–	Hold	0	–	–	–	83
2017 Q1	–	Hold	0	–	–	–	75
2016 Q4	–	Hold	0	–	–	–	83
2016 Q3	–	Hold	0	–	–	–	88
2016 Q1	–	Hold	0	–	–	–	82
2015 Q4	–	Hold	0	–	–	–	77
2015 Q3	–	Hold	0	–	–	–	68
2015 Q2	–	Hold	0	–	–	–	67
2015 Q1	–	Hold	0	–	–	–	70
2014 Q4	–	Hold	0	–	–	–	37
2014 Q3	–	Hold	0	–	–	–	41
2014 Q1	–	Hold	0	–	–	–	35
2013 Q4	–	Hold	0	–	–	–	39
2013 Q3	–	Hold	0	–	–	–	71
2013 Q2	–	Hold	0	–	–	–	85

Other funds holding AXP

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return