Aurora Financial Advisors’s American Express AXP Stock Holding History

Aurora Financial Advisors’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	$204K	Buy	+2,057	New	+$196K	0.15%	177

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aurora Financial Advisors's AXP Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in American Express (AXP) in Q4 2017: 2,057 shares worth $204K. The stake represents 0.15% of the portfolio and ranks #177 among its holdings.

1,430 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

Aurora Financial Advisors held 2,057 shares of American Express worth $204K as of Q4 2017.
American Express was a new Aurora Financial Advisors position in Q4 2017.
American Express made up 0.15% of Aurora Financial Advisors's portfolio in Q4 2017, its #177 holding.
1,430 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.