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Vantage Financial Partners (Illinois)’s American Express AXP Stock Holding History

Vantage Financial Partners (Illinois)’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
2017
Q2 		– Sell
-85,499
Closed -$3.41M – 65
2017
Q1 		$3.41M Buy
+85,499
New +$6.68M 2.44% 11

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s AXP Position: Q2 2017 in Review

Vantage Financial Partners (Illinois) sold out of American Express (AXP) in Q2 2017, closing a stake of 85,499 shares — an estimated $3.41M sold.

Vantage Financial Partners (Illinois) first reported a position in AXP in Q1 2017 and held it in 1 quarter. The position peaked at $3.41M in Q1 2017. 1,263 funds tracked by Wall St. Rank hold AXP as of Q2 2017.

  • Vantage Financial Partners (Illinois) reported no remaining American Express position as of Q2 2017 after selling out during the quarter.
  • Vantage Financial Partners (Illinois) sold 85,499 American Express shares in Q2 2017, an estimated $3.41M.
  • Vantage Financial Partners (Illinois) first reported a position in American Express in Q1 2017 and held it in 1 quarter.
  • Vantage Financial Partners (Illinois)'s American Express position peaked at $3.41M in Q1 2017.
  • 1,263 funds tracked by Wall St. Rank held American Express as of Q2 2017.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2017, filed 10 Aug 2017.