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Bank of Nova Scotia Trust’s American Express AXP Stock Holding History

Bank of Nova Scotia Trust’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 		– Sell
-68
Closed -$6K – 152
2017
Q3 		$6K Buy
+68
New +$5.84K ﹤0.01% 370
2015
Q1 		– Sell
-2,835
Closed -$264K – 114
2014
Q4 		$264K Sell
2,835
-569
-17% -$51K 0.03% 101
2014
Q3 		$298K Buy
3,404
+730
+27% +$65.7K 0.03% 101
2014
Q2 		$255K Buy
2,674
+125
+5% +$11.3K 0.03% 103
2014
Q1 		$229K Buy
2,549
+299
+13% +$26.7K 0.03% 107
2013
Q4 		$204K Buy
+2,250
New +$185K 0.03% 113

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

Bank of Nova Scotia Trust's AXP Position: Q4 2017 in Review

Bank of Nova Scotia Trust sold out of American Express (AXP) in Q4 2017, closing a stake of 68 shares — an estimated $6K sold.

Bank of Nova Scotia Trust first reported a position in AXP in Q4 2013 and held it in 6 quarters. The position peaked at $298K in Q3 2014. 1,430 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • Bank of Nova Scotia Trust reported no remaining American Express position as of Q4 2017 after selling out during the quarter.
  • Bank of Nova Scotia Trust sold 68 American Express shares in Q4 2017, an estimated $6K.
  • Bank of Nova Scotia Trust first reported a position in American Express in Q4 2013 and held it in 6 quarters.
  • Bank of Nova Scotia Trust's American Express position peaked at $298K in Q3 2014.
  • 1,430 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on Bank of Nova Scotia Trust's 13F filing for Q4 2017, filed 13 Feb 2018.