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Standard Investments’s American Express AXP Stock Holding History

Standard 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
2014
Q4 		– Sell
-17,380
Closed -$1.52M – 144
2014
Q3 		$1.52M Buy
+17,380
New +$1.56M 0.08% 128

Other funds holding AXP

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

Standard Investments's AXP Position: Q4 2014 in Review

Standard Investments sold out of American Express (AXP) in Q4 2014, closing a stake of 17,380 shares — an estimated $1.52M sold.

Standard Investments first reported a position in AXP in Q3 2014 and held it in 1 quarter. The position peaked at $1.52M in Q3 2014. 1,319 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Standard Investments reported no remaining American Express position as of Q4 2014 after selling out during the quarter.
  • Standard Investments sold 17,380 American Express shares in Q4 2014, an estimated $1.52M.
  • Standard Investments first reported a position in American Express in Q3 2014 and held it in 1 quarter.
  • Standard Investments's American Express position peaked at $1.52M in Q3 2014.
  • 1,319 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Standard Investments's 13F filing for Q4 2014, filed 17 Feb 2015.