TCG Advisors’s American Express AXP Stock Holding History

TCG 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
2019 Q3	–	Sell	-316	Closed	-$40K	–	135
2019 Q2	$40K	Hold	316	–	–	0.04%	160
2019 Q1	$35K	Buy	+316	New	+$33.2K	0.03%	175

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCG Advisors's AXP Position: Q3 2019 in Review

TCG Advisors sold out of American Express (AXP) in Q3 2019, closing a stake of 316 shares — an estimated $40K sold.

TCG Advisors first reported a position in AXP in Q1 2019 and held it in 2 quarters. The position peaked at $40K in Q2 2019. 1,580 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

TCG Advisors reported no remaining American Express position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 316 American Express shares in Q3 2019, an estimated $40K.
TCG Advisors first reported a position in American Express in Q1 2019 and held it in 2 quarters.
TCG Advisors's American Express position peaked at $40K in Q2 2019.
1,580 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.