BLS Global Equities’s American Express AXP Stock Holding History

BLS Global Equities’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
2016 Q4	$12.5M	Buy	+168,096	New	+$11.6M	4.19%	11

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

BLS Global Equities's AXP Position: Q4 2016 in Review

BLS Global Equities opened a new position in American Express (AXP) in Q4 2016: 168,096 shares worth $12.5M. The stake represents 4.19% of the portfolio and ranks #11 among its holdings.

1,257 funds tracked by Wall St. Rank hold AXP as of Q4 2016.

BLS Global Equities held 168,096 shares of American Express worth $12.5M as of Q4 2016.
American Express was a new BLS Global Equities position in Q4 2016.
American Express made up 4.19% of BLS Global Equities's portfolio in Q4 2016, its #11 holding.
1,257 funds tracked by Wall St. Rank held American Express as of Q4 2016.

Based on BLS Global Equities's 13F filing for Q4 2016, filed 9 Feb 2017.