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SSI Investment Management’s American Express AXP Stock Holding History

SSI Investment 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
2015
Q1 		– Sell
-4,186
Closed -$390K – 303
2014
Q4 		$390K Hold
4,186
– – 0.04% 248
2014
Q3 		$367K Buy
4,186
+1,622
+63% +$146K 0.04% 274
2014
Q2 		$243K Sell
2,564
-46
-2% -$4.15K 0.02% 348
2014
Q1 		$236K Sell
2,610
-2,952
-53% -$264K 0.02% 362
2013
Q4 		$505K Buy
+5,562
New +$457K 0.04% 332

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SSI Investment Management's AXP Position: Q1 2015 in Review

SSI Investment Management sold out of American Express (AXP) in Q1 2015, closing a stake of 4,186 shares — an estimated $390K sold.

SSI Investment Management first reported a position in AXP in Q4 2013 and held it in 5 quarters. The position peaked at $505K in Q4 2013. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

  • SSI Investment Management reported no remaining American Express position as of Q1 2015 after selling out during the quarter.
  • SSI Investment Management sold 4,186 American Express shares in Q1 2015, an estimated $390K.
  • SSI Investment Management first reported a position in American Express in Q4 2013 and held it in 5 quarters.
  • SSI Investment Management's American Express position peaked at $505K in Q4 2013.
  • 1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on SSI Investment Management's 13F filing for Q1 2015, filed 12 May 2015.