Spectrum Advisory Services’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-2,655
Closed -$247K 166
2014
Q4
$247K Hold
2,655
0.09% 148
2014
Q3
$232K Sell
2,655
-50
-2% -$4.5K 0.08% 151
2014
Q2
$257K Hold
2,705
0.09% 147
2014
Q1
$244K Sell
2,705
-100
-4% -$8.93K 0.09% 150
2013
Q4
$254K Buy
2,805
+150
+6% +$12.3K 0.09% 146
2013
Q3
$201K Buy
+2,655
New +$200K 0.08% 163

Other funds holding AXP

Spectrum Advisory Services's AXP Position: Q1 2015 in Review

Spectrum Advisory Services sold out of American Express (AXP) in Q1 2015, closing a stake of 2,655 shares — an estimated $247K sold.

Spectrum Advisory Services first reported a position in AXP in Q3 2013 and held it in 6 quarters. The position peaked at $257K in Q2 2014. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

  • Spectrum Advisory Services reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
  • Spectrum Advisory Services sold 2,655 American Express shares in Q1 2015, an estimated $247K.
  • Spectrum Advisory Services first reported a position in American Express in Q3 2013 and held it in 6 quarters.
  • Spectrum Advisory Services's American Express position peaked at $257K in Q2 2014.
  • 1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Spectrum Advisory Services's 13F filing for Q1 2015, filed 5 May 2015.