TradeWorx’s American Express AXP Stock Holding History

TradeWorx’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
2014 Q3	–	Sell	-2,338	Closed	-$222K	–	235
2014 Q2	$222K	Buy	+2,338	New	+$211K	0.18%	240

Other funds holding AXP

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

TradeWorx's AXP Position: Q3 2014 in Review

TradeWorx sold out of American Express (AXP) in Q3 2014, closing a stake of 2,338 shares — an estimated $222K sold.

TradeWorx first reported a position in AXP in Q2 2014 and held it in 1 quarter. The position peaked at $222K in Q2 2014. 1,237 funds tracked by Wall St. Rank hold AXP as of Q3 2014.

TradeWorx reported no remaining American Express position as of Q3 2014 after selling out during the quarter.
TradeWorx sold 2,338 American Express shares in Q3 2014, an estimated $222K.
TradeWorx first reported a position in American Express in Q2 2014 and held it in 1 quarter.
TradeWorx's American Express position peaked at $222K in Q2 2014.
1,237 funds tracked by Wall St. Rank held American Express as of Q3 2014.

Based on TradeWorx's 13F filing for Q3 2014, filed 1 Oct 2014.