TCI Fund Management’s American Express AXP Stock Holding History

TCI Fund Management’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
2016 Q1	–	Sell	-2,725,004	Closed	-$190M	–	8
2015 Q4	$190M	Sell	2,725,004 -1,304,788	-32%	-$94.9M	3.81%	5
2015 Q3	$299M	Buy	4,029,792 +2,683,723	+199%	+$206M	5.88%	4
2015 Q2	$105M	Buy	+1,346,069	New	+$107M	2.42%	4

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

TCI Fund Management's AXP Position: Q1 2016 in Review

TCI Fund Management sold out of American Express (AXP) in Q1 2016, closing a stake of 2,725,004 shares — an estimated $190M sold.

TCI Fund Management first reported a position in AXP in Q2 2015 and held it in 3 quarters. The position peaked at $299M in Q3 2015. 1,199 funds tracked by Wall St. Rank hold AXP as of Q1 2016.

TCI Fund Management reported no remaining American Express position as of Q1 2016 after selling out during the quarter.
TCI Fund Management sold 2,725,004 American Express shares in Q1 2016, an estimated $190M.
TCI Fund Management first reported a position in American Express in Q2 2015 and held it in 3 quarters.
TCI Fund Management's American Express position peaked at $299M in Q3 2015.
1,199 funds tracked by Wall St. Rank held American Express as of Q1 2016.

Based on TCI Fund Management's 13F filing for Q1 2016, filed 16 May 2016.