Wealthfront’s American Express AXP Stock Holding History

Wealthfront’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
2018 Q3	$3.72M	Buy	34,949 +5,983	+21%	+$622K	0.04%	81
2018 Q2	$2.84M	Sell	28,966 -2,421	-8%	-$238K	0.03%	89
2018 Q1	$2.93M	Buy	31,387 +1,409	+5%	+$136K	0.03%	94
2017 Q4	$2.98M	Buy	29,978 +3,165	+12%	+$301K	0.03%	82
2017 Q3	$2.43M	Buy	26,813 +3,789	+16%	+$326K	0.03%	94
2017 Q2	$1.94M	Buy	23,024 +1,294	+6%	+$102K	0.03%	99
2017 Q1	$1.72M	Buy	21,730 +4,238	+24%	+$331K	0.03%	92
2016 Q4	$1.3M	Buy	17,492 +3,848	+28%	+$266K	0.03%	96
2016 Q3	$874K	Buy	13,644 +3,267	+31%	+$210K	0.02%	114
2016 Q2	$631K	Buy	10,377 +2,223	+27%	+$141K	0.02%	139
2016 Q1	$501K	Buy	8,154 +1,047	+15%	+$60.9K	0.02%	150
2015 Q4	$494K	Sell	7,107 -831	-10%	-$60.5K	0.02%	146
2015 Q3	$588K	Buy	7,938 +3,061	+63%	+$236K	0.02%	118
2015 Q2	$379K	Buy	4,877 +2,385	+96%	+$189K	0.02%	149
2015 Q1	$195K	Buy	2,492 +88	+4%	+$7.31K	0.01%	250
2014 Q4	$224K	Sell	2,404 -1,187	-33%	-$106K	0.01%	184
2014 Q3	$314K	Buy	3,591 +676	+23%	+$60.9K	0.02%	90
2014 Q2	$279K	Buy	2,915 +375	+15%	+$33.8K	0.02%	74
2014 Q1	$232K	Buy	+2,540	New	+$227K	0.03%	48

Other funds holding AXP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthfront's AXP Position: Q3 2018 in Review

Wealthfront increased its American Express (AXP) stake by 21% in Q3 2018, buying an estimated $622K and bringing the position to 34,949 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #81.

Wealthfront first reported a position in AXP in Q1 2014 and has held it in 19 quarters since. 1,452 funds tracked by Wall St. Rank hold AXP as of Q3 2018.

Wealthfront held 34,949 shares of American Express worth $3.72M as of Q3 2018.
Wealthfront bought 5,983 American Express shares in Q3 2018, an estimated $622K.
American Express made up 0.04% of Wealthfront's portfolio in Q3 2018, its #81 holding.
Wealthfront first reported a position in American Express in Q1 2014 and has held it in 19 quarters since.
1,452 funds tracked by Wall St. Rank held American Express as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.