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HERNDON CAPITAL MANAGEMENT LLC: AXP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERNDON CAPITAL MANAGEMENT LLC on AXP, newest first. How the timeline and the estimate are built.

HERNDON CAPITAL MANAGEMENT LLC held 236,727 AXP shares at 2017-06-30 per its 13F-HR filed 2017-08-04.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 236,727 shares
    Change vs previous 13F -16,658 shares

    3.03% of the 13F portfolio, value $19,942,000.

    13F-HR 0000909012-17-000132 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 253,385 shares
    Change vs previous 13F -37,524 shares

    2.92% of the 13F portfolio, value $20,046,000.

    13F-HR 0000909012-17-000097 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 290,909 shares
    Change vs previous 13F -535,774 shares

    2.85% of the 13F portfolio, value $21,551,000.

    13F-HR 0000909012-17-000020 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 826,683 shares
    Change vs previous 13F -286,348 shares

    2.64% of the 13F portfolio, value $52,940,000.

    13F-HR 0000909012-16-000602 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F/A 1,113,031 shares
    Change vs previous 13F -596,282 shares

    2.59% of the 13F portfolio, value $67,623,000.

    13F-HR/A 0000909012-16-000601 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 1,709,313 shares
    Change vs previous 13F -266,660 shares

    2.63% of the 13F portfolio, value $104,952,000.

    13F-HR 0000909012-16-000517 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 1,975,973 shares
    Change vs previous 13F +530,125 shares

    2.9% of the 13F portfolio, value $137,428,000.

    13F-HR 0000909012-16-000391 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 1,445,848 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $107,180,000.

    13F-HR 0000909012-15-000327 filed by HERNDON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).