Taylor Wealth Management Partners’s American Express AXP Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-100	Closed	-$10K	–	54
2018 Q4	$10K	Hold	100	–	–	0.01%	86
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	97
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	108
2018 Q1	$9K	Hold	100	–	–	﹤0.01%	106
2017 Q4	$10K	Hold	100	–	–	﹤0.01%	128
2017 Q3	$9K	Buy	+100	New	+$8.59K	﹤0.01%	137
2017 Q2	–	Sell	-100	Closed	-$8K	–	161
2017 Q1	$8K	Hold	100	–	–	﹤0.01%	137
2016 Q4	$7K	Hold	100	–	–	﹤0.01%	142
2016 Q3	$6K	Sell	100 -1,050	-91%	-$67.5K	﹤0.01%	133
2016 Q2	$70K	Hold	1,150	–	–	0.03%	79
2016 Q1	$71K	Hold	1,150	–	–	0.03%	74
2015 Q4	$80K	Hold	1,150	–	–	0.03%	68
2015 Q3	$85K	Hold	1,150	–	–	0.04%	58
2015 Q2	$89K	Hold	1,150	–	–	0.03%	73
2015 Q1	$90K	Buy	+1,150	New	+$95.5K	0.03%	62

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Taylor Wealth Management Partners's AXP Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of American Express (AXP) in Q1 2019, closing a stake of 100 shares — an estimated $10K sold.

Taylor Wealth Management Partners first reported a position in AXP in Q1 2015 and held it in 15 quarters. The position peaked at $90K in Q1 2015. 1,583 funds tracked by Wall St. Rank hold AXP as of Q1 2019.

Taylor Wealth Management Partners reported no remaining American Express position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 100 American Express shares in Q1 2019, an estimated $10K.
Taylor Wealth Management Partners first reported a position in American Express in Q1 2015 and held it in 15 quarters.
Taylor Wealth Management Partners's American Express position peaked at $90K in Q1 2015.
1,583 funds tracked by Wall St. Rank held American Express as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.