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Winifred I. Li’s American Express AXP Stock Holding History

Winifred I. Li’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
2014
Q4 		$1.7M Sell
18,251
-149
-0.8% -$13.4K 1.6% 7
2014
Q3 		$1.61M Sell
18,400
-621
-3% -$55.9K 1.54% 7
2014
Q2 		$1.8M Sell
19,021
-163
-0.8% -$14.7K 1.54% 7
2014
Q1 		$1.73M Sell
19,184
-263
-1% -$23.5K 1.5% 8
2013
Q4 		$1.76M Buy
19,447
+1,130
+6% +$92.8K 1.52% 8
2013
Q3 		$1.38M Buy
18,317
+260
+1% +$19.6K 1.28% 12
2013
Q2 		$1.35M Buy
+18,057
New +$1.28M 1.25% 14

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winifred I. Li's AXP Position: Q4 2014 in Review

Winifred I. Li reduced its American Express (AXP) stake by 0.81% in Q4 2014, selling an estimated $13.4K and leaving 18,251 shares worth $1.7M. The position accounts for 1.6% of the portfolio, ranked #7.

Winifred I. Li first reported a position in AXP in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.8M in Q2 2014. 1,320 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

  • Winifred I. Li held 18,251 shares of American Express worth $1.7M as of Q4 2014.
  • Winifred I. Li sold 149 American Express shares in Q4 2014, an estimated $13.4K.
  • American Express made up 1.6% of Winifred I. Li's portfolio in Q4 2014, its #7 holding.
  • Winifred I. Li first reported a position in American Express in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's American Express position peaked at $1.8M in Q2 2014.
  • 1,320 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.