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BB&T Investment Services’s American Express AXP Stock Holding History

BB&T Investment Services’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 		$647K Buy
6,458
+1,487
+30% +$142K 0.11% 173
2017
Q3 		$462K Buy
4,971
+1,419
+40% +$122K 0.09% 192
2017
Q2 		$306K Buy
3,552
+1,166
+49% +$92.3K 0.08% 202
2017
Q1 		$184K Buy
2,386
+1,704
+250% +$133K 0.07% 201
2016
Q4 		$50K Buy
+682
New +$47.2K 0.04% 298

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

BB&T Investment Services's AXP Position: Q4 2017 in Review

BB&T Investment Services increased its American Express (AXP) stake by 30% in Q4 2017, buying an estimated $142K and bringing the position to 6,458 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #173.

BB&T Investment Services first reported a position in AXP in Q4 2016 and has held it in 5 quarters since. 1,430 funds tracked by Wall St. Rank hold AXP as of Q4 2017.

  • BB&T Investment Services held 6,458 shares of American Express worth $647K as of Q4 2017.
  • BB&T Investment Services bought 1,487 American Express shares in Q4 2017, an estimated $142K.
  • American Express made up 0.11% of BB&T Investment Services's portfolio in Q4 2017, its #173 holding.
  • BB&T Investment Services first reported a position in American Express in Q4 2016 and has held it in 5 quarters since.
  • 1,430 funds tracked by Wall St. Rank held American Express as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.