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Strategic Capital Group’s American Express AXP Stock Holding History

Strategic Capital 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
2014
Q2 		$27K Sell
284
-2,396
-89% -$216K 0.01% 227
2014
Q1 		$241K Buy
+2,680
New +$239K 0.08% 138

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Capital Group's AXP Position: Q2 2014 in Review

Strategic Capital Group reduced its American Express (AXP) stake by 89% in Q2 2014, selling an estimated $216K and leaving 284 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #227.

Strategic Capital Group first reported a position in AXP in Q1 2014 and has held it in 2 quarters since. The position peaked at $241K in Q1 2014. 1,219 funds tracked by Wall St. Rank hold AXP as of Q2 2014.

  • Strategic Capital Group held 284 shares of American Express worth $27K as of Q2 2014.
  • Strategic Capital Group sold 2,396 American Express shares in Q2 2014, an estimated $216K.
  • American Express made up 0.01% of Strategic Capital Group's portfolio in Q2 2014, its #227 holding.
  • Strategic Capital Group first reported a position in American Express in Q1 2014 and has held it in 2 quarters since.
  • Strategic Capital Group's American Express position peaked at $241K in Q1 2014.
  • 1,219 funds tracked by Wall St. Rank held American Express as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.