Cobiz Wealth’s American Express AXP Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-500	Closed	-$37K	–	139
2013 Q2	$37K	Buy	+500	New	+$35.6K	0.01%	189

Other funds holding AXP

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

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

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

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

DSA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

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

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

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

Cobiz Wealth's AXP Position: Q3 2013 in Review

Cobiz Wealth sold out of American Express (AXP) in Q3 2013, closing a stake of 500 shares — an estimated $37K sold.

Cobiz Wealth first reported a position in AXP in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 1,115 funds tracked by Wall St. Rank hold AXP as of Q3 2013.

Cobiz Wealth reported no remaining American Express position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 500 American Express shares in Q3 2013, an estimated $37K.
Cobiz Wealth first reported a position in American Express in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's American Express position peaked at $37K in Q2 2013.
1,115 funds tracked by Wall St. Rank held American Express as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.