SNS Financial Group’s American Express AXP Stock Holding History

SNS Financial Group’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 Q1	–	Sell	-3,160	Closed	-$234K	–	211
2016 Q4	$234K	Hold	3,160	–	–	0.07%	147
2016 Q3	$202K	Buy	+3,160	New	+$203K	0.06%	125
2016 Q1	–	Sell	-3,230	Closed	-$225K	–	118
2015 Q4	$225K	Sell	3,230 -81	-2%	-$5.89K	0.06%	105
2015 Q3	$245K	Hold	3,311	–	–	0.07%	102
2015 Q2	$257K	Hold	3,311	–	–	0.08%	102
2015 Q1	$259K	Hold	3,311	–	–	0.09%	97
2014 Q4	$308K	Hold	3,311	–	–	0.12%	88
2014 Q3	$290K	Hold	3,311	–	–	0.09%	95
2014 Q2	$314K	Buy	+3,311	New	+$298K	0.13%	90
2014 Q1	–	Sell	-3,989	Closed	-$362K	–	90
2013 Q4	$362K	Buy	3,989 +829	+26%	+$68.1K	0.17%	93
2013 Q3	$239K	Buy	+3,160	New	+$238K	0.15%	91

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

SNS Financial Group's AXP Position: Q1 2017 in Review

SNS Financial Group sold out of American Express (AXP) in Q1 2017, closing a stake of 3,160 shares — an estimated $234K sold.

SNS Financial Group first reported a position in AXP in Q3 2013 and held it in 11 quarters. The position peaked at $362K in Q4 2013. 1,253 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

SNS Financial Group reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
SNS Financial Group sold 3,160 American Express shares in Q1 2017, an estimated $234K.
SNS Financial Group first reported a position in American Express in Q3 2013 and held it in 11 quarters.
SNS Financial Group's American Express position peaked at $362K in Q4 2013.
1,253 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on SNS Financial Group's 13F filing for Q1 2017, filed 12 May 2017.