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Winfield Associates’s American Express AXP Stock Holding History

Winfield Associates’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
Q1 		– Sell
-550
Closed -$55K – 159
2017
Q4 		$55K Hold
550
– – 0.03% 194
2017
Q3 		$50K Hold
550
– – 0.03% 200
2017
Q2 		$47K Hold
550
– – 0.03% 198
2017
Q1 		$44K Hold
550
– – 0.03% 194
2016
Q4 		$41K Buy
550
+35
+7% +$2.42K 0.03% 198
2016
Q3 		$33K Buy
515
+15
+3% +$964 0.02% 207
2016
Q2 		$30K Buy
500
+70
+16% +$4.43K 0.02% 211
2016
Q1 		$27K Sell
430
-1,200
-74% -$69.8K 0.02% 208
2015
Q4 		$113K Buy
1,630
+400
+33% +$29.1K 0.08% 129
2015
Q3 		$91K Buy
+1,230
New +$94.6K 0.07% 132
2015
Q1 		– Sell
-125
Closed -$12K – 294
2014
Q4 		$12K Buy
+125
New +$11.2K 0.01% 227

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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Winfield Associates's AXP Position: Q1 2018 in Review

Winfield Associates sold out of American Express (AXP) in Q1 2018, closing a stake of 550 shares — an estimated $55K sold.

Winfield Associates first reported a position in AXP in Q4 2014 and held it in 11 quarters. The position peaked at $113K in Q4 2015. 1,442 funds tracked by Wall St. Rank hold AXP as of Q1 2018.

  • Winfield Associates reported no remaining American Express position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 550 American Express shares in Q1 2018, an estimated $55K.
  • Winfield Associates first reported a position in American Express in Q4 2014 and held it in 11 quarters.
  • Winfield Associates's American Express position peaked at $113K in Q4 2015.
  • 1,442 funds tracked by Wall St. Rank held American Express as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.