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US Financial Advisors’s American Express AXP Stock Holding History

US Financial 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
Q2 		– Sell
-61
Closed -$4K – 73
2016
Q1 		$4K Sell
61
-81
-57% -$4.71K 0.01% 264
2015
Q4 		$10K Hold
142
– – 0.01% 314
2015
Q3 		$11K Hold
142
– – 0.02% 250
2015
Q2 		$11K Buy
142
+61
+75% +$4.84K 0.01% 227
2015
Q1 		$6K Buy
81
+50
+161% +$4.15K 0.01% 294
2014
Q4 		$3K Buy
+31
New +$2.78K ﹤0.01% 307

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
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

US Financial Advisors's AXP Position: Q2 2016 in Review

US Financial Advisors sold out of American Express (AXP) in Q2 2016, closing a stake of 61 shares — an estimated $4K sold.

US Financial Advisors first reported a position in AXP in Q4 2014 and held it in 6 quarters. The position peaked at $11K in Q3 2015. 1,183 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

  • US Financial Advisors reported no remaining American Express position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 61 American Express shares in Q2 2016, an estimated $4K.
  • US Financial Advisors first reported a position in American Express in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's American Express position peaked at $11K in Q3 2015.
  • 1,183 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.