Tillar-Wenstrup Advisors’s American Express AXP Stock Holding History

Tillar-Wenstrup 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
2016 Q1	–	Sell	-23,095	Closed	-$1.61M	–	45
2015 Q4	$1.61M	Sell	23,095 -1,554	-6%	-$113K	1.59%	34
2015 Q3	$1.83M	Sell	24,649 -448	-2%	-$34.5K	1.84%	33
2015 Q2	$1.95M	Buy	+25,097	New	+$1.99M	1.77%	35

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

Tillar-Wenstrup Advisors's AXP Position: Q1 2016 in Review

Tillar-Wenstrup Advisors sold out of American Express (AXP) in Q1 2016, closing a stake of 23,095 shares — an estimated $1.61M sold.

Tillar-Wenstrup Advisors first reported a position in AXP in Q2 2015 and held it in 3 quarters. The position peaked at $1.95M in Q2 2015. 1,199 funds tracked by Wall St. Rank hold AXP as of Q1 2016.

Tillar-Wenstrup Advisors reported no remaining American Express position as of Q1 2016 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 23,095 American Express shares in Q1 2016, an estimated $1.61M.
Tillar-Wenstrup Advisors first reported a position in American Express in Q2 2015 and held it in 3 quarters.
Tillar-Wenstrup Advisors's American Express position peaked at $1.95M in Q2 2015.
1,199 funds tracked by Wall St. Rank held American Express as of Q1 2016.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2016, filed 4 May 2016.