Stanford Investment Group’s American Express AXP Stock Holding History

Stanford Investment 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	-932	Closed	-$69K	–	19
2016 Q4	$69K	Sell	932 -59	-6%	-$4.08K	0.03%	114
2016 Q3	$63K	Buy	991 +626	+172%	+$40.2K	0.03%	123
2016 Q2	$22K	Hold	365	–	–	0.01%	239
2016 Q1	$22K	Hold	365	–	–	0.01%	229
2015 Q4	$25K	Hold	365	–	–	0.01%	198
2015 Q3	$27K	Hold	365	–	–	0.02%	191
2015 Q2	$28K	Hold	365	–	–	0.02%	197
2015 Q1	$29K	Hold	365	–	–	0.02%	190
2014 Q4	$34K	Buy	+365	New	+$32.7K	0.03%	168

Other funds holding AXP

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

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

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

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

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Stanford Investment Group's AXP Position: Q1 2017 in Review

Stanford Investment Group sold out of American Express (AXP) in Q1 2017, closing a stake of 932 shares — an estimated $69K sold.

Stanford Investment Group first reported a position in AXP in Q4 2014 and held it in 9 quarters. The position peaked at $69K in Q4 2016. 1,254 funds tracked by Wall St. Rank hold AXP as of Q1 2017.

Stanford Investment Group reported no remaining American Express position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 932 American Express shares in Q1 2017, an estimated $69K.
Stanford Investment Group first reported a position in American Express in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's American Express position peaked at $69K in Q4 2016.
1,254 funds tracked by Wall St. Rank held American Express as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.