Sunnymeath Asset Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$815K Buy
11,000
+2,800
+34% +$194K 1.14% 43
2016
Q3
$267K Sell
8,200
-10,555
-56% -$678K 0.58% 60
2016
Q2
$1.14M Sell
18,755
-2,425
-11% -$154K 1.66% 18
2016
Q1
$1.3M Buy
21,180
+18,580
+715% +$1.08M 1.98% 14
2015
Q4
$181K Buy
+2,600
New +$189K 0.29% 68

Other funds holding AXP

Sunnymeath Asset Management's AXP Position: Q4 2016 in Review

Sunnymeath Asset Management increased its American Express (AXP) stake by 34% in Q4 2016, buying an estimated $194K and bringing the position to 11,000 shares worth $815K. The position accounts for 1.14% of the portfolio, ranked #43.

Sunnymeath Asset Management first reported a position in AXP in Q4 2015 and has held it in 5 quarters since. The position peaked at $1.3M in Q1 2016. 1,256 funds tracked by Wall St. Rank hold AXP as of Q4 2016.

  • Sunnymeath Asset Management held 11,000 shares of American Express worth $815K as of Q4 2016.
  • Sunnymeath Asset Management bought 2,800 American Express shares in Q4 2016, an estimated $194K.
  • American Express made up 1.14% of Sunnymeath Asset Management's portfolio in Q4 2016, its #43 holding.
  • Sunnymeath Asset Management first reported a position in American Express in Q4 2015 and has held it in 5 quarters since.
  • Sunnymeath Asset Management's American Express position peaked at $1.3M in Q1 2016.
  • 1,256 funds tracked by Wall St. Rank held American Express as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.