Torch Wealth 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
Q1
Sell
-16,580
Closed -$1.15M 98
2015
Q4
$1.15M Buy
16,580
+475
+3% +$34.6K 0.84% 47
2015
Q3
$1.19M Buy
16,105
+125
+0.8% +$9.62K 0.92% 44
2015
Q2
$1.24M Buy
+15,980
New +$1.27M 0.86% 47
2014
Q3
Sell
-130
Closed -$12K 112
2014
Q2
$12K Hold
130
0.01% 229
2014
Q1
$12K Hold
130
0.01% 241
2013
Q4
$12K Buy
+130
New +$10.7K 0.01% 216

Other funds holding AXP

Torch Wealth Management's AXP Position: Q1 2016 in Review

Torch Wealth Management sold out of American Express (AXP) in Q1 2016, closing a stake of 16,580 shares — an estimated $1.15M sold.

Torch Wealth Management first reported a position in AXP in Q4 2013 and held it in 6 quarters. The position peaked at $1.24M in Q2 2015. 1,199 funds tracked by Wall St. Rank hold AXP as of Q1 2016.

  • Torch Wealth Management reported no remaining American Express position as of Q1 2016 after selling out during the quarter.
  • Torch Wealth Management sold 16,580 American Express shares in Q1 2016, an estimated $1.15M.
  • Torch Wealth Management first reported a position in American Express in Q4 2013 and held it in 6 quarters.
  • Torch Wealth Management's American Express position peaked at $1.24M in Q2 2015.
  • 1,199 funds tracked by Wall St. Rank held American Express as of Q1 2016.

Based on Torch Wealth Management's 13F filing for Q1 2016, filed 26 Apr 2016.