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Visionary Asset Management’s American Express AXP Stock Holding History

Visionary Asset Management’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
Q4 		– Sell
-2,540
Closed -$230K – 277
2017
Q3 		$230K Buy
+2,540
New +$218K 0.07% 191

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 $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $59B AUM 32.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Visionary Asset Management's AXP Position: Q4 2017 in Review

Visionary Asset Management sold out of American Express (AXP) in Q4 2017, closing a stake of 2,540 shares — an estimated $230K sold.

Visionary Asset Management first reported a position in AXP in Q3 2017 and held it in 1 quarter. The position peaked at $230K in Q3 2017. 1,430 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • Visionary Asset Management reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
  • Visionary Asset Management sold 2,540 American Express shares in Q4 2017, an estimated $230K.
  • Visionary Asset Management first reported a position in American Express in Q3 2017 and held it in 1 quarter.
  • Visionary Asset Management's American Express position peaked at $230K in Q3 2017.
  • 1,430 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Visionary Asset Management's 13F filing for Q4 2017, filed 11 Jan 2018.