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Summit Financial Wealth Advisors’s American Express AXP Stock Holding History

Summit Financial Wealth Advisors’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
Q4 		– Sell
-574
Closed -$42K – 129
2015
Q3 		$42K Hold
574
– – 0.03% 130
2015
Q2 		$44K Hold
574
– – 0.03% 152
2015
Q1 		$46K Buy
574
+424
+283% +$35.2K 0.03% 124
2014
Q4 		$14K Buy
+150
New +$13.4K 0.01% 189

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Summit Financial Wealth Advisors's AXP Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of American Express (AXP) in Q4 2015, closing a stake of 574 shares — an estimated $42K sold.

Summit Financial Wealth Advisors first reported a position in AXP in Q4 2014 and held it in 4 quarters. The position peaked at $46K in Q1 2015. 1,273 funds tracked by Wall St. Rank hold AXP as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining American Express position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 574 American Express shares in Q4 2015, an estimated $42K.
  • Summit Financial Wealth Advisors first reported a position in American Express in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's American Express position peaked at $46K in Q1 2015.
  • 1,273 funds tracked by Wall St. Rank held American Express as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.