Cleary Gull’s American Express AXP Stock Holding History

Cleary Gull’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
2015 Q1	$23K	Buy	+300	New	+$24.9K	0.02%	46

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cleary Gull's AXP Position: Q1 2015 in Review

Cleary Gull opened a new position in American Express (AXP) in Q1 2015: 300 shares worth $23K. The stake represents 0.02% of the portfolio and ranks #46 among its holdings.

1,316 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

Cleary Gull held 300 shares of American Express worth $23K as of Q1 2015.
American Express was a new Cleary Gull position in Q1 2015.
American Express made up 0.02% of Cleary Gull's portfolio in Q1 2015, its #46 holding.
1,316 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.