Douglas C. Lane & Associates’s American Express AXP Stock Holding History

Douglas C. Lane & Associates’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 Q4	$36.5M	Buy	525,114 +81,290	+18%	+$5.92M	0.99%	38
2015 Q3	$32.9M	Buy	443,824 +57,955	+15%	+$4.46M	0.94%	38
2015 Q2	$30M	Buy	385,869 +79,186	+26%	+$6.28M	0.81%	50
2015 Q1	$24M	Buy	306,683 +80,290	+35%	+$6.67M	0.63%	63
2014 Q4	$21.1M	Buy	226,393 +5,715	+3%	+$512K	0.57%	70
2014 Q3	$19.3M	Buy	220,678 +8,520	+4%	+$767K	0.58%	72
2014 Q2	$20.1M	Sell	212,158 -1,883	-0.9%	-$170K	0.61%	70
2014 Q1	$19.3M	Buy	214,041 +910	+0.4%	+$81.3K	0.62%	67
2013 Q4	$19.3M	Sell	213,131 -3,545	-2%	-$291K	0.64%	68
2013 Q3	$16.4M	Buy	216,676 +875	+0.4%	+$65.8K	0.6%	69
2013 Q2	$16.1M	Buy	+215,801	New	+$15.4M	0.63%	66

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

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

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

BIT

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

DSA

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

Douglas C. Lane & Associates's AXP Position: Q4 2015 in Review

Douglas C. Lane & Associates increased its American Express (AXP) stake by 18% in Q4 2015, buying an estimated $5.92M and bringing the position to 525,114 shares worth $36.5M. The position accounts for 0.99% of the portfolio, ranked #38.

Douglas C. Lane & Associates first reported a position in AXP in Q2 2013 and has held it in 11 quarters since. 1,274 funds tracked by Wall St. Rank hold AXP as of Q4 2015.

Douglas C. Lane & Associates held 525,114 shares of American Express worth $36.5M as of Q4 2015.
Douglas C. Lane & Associates bought 81,290 American Express shares in Q4 2015, an estimated $5.92M.
American Express made up 0.99% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #38 holding.
Douglas C. Lane & Associates first reported a position in American Express in Q2 2013 and has held it in 11 quarters since.
1,274 funds tracked by Wall St. Rank held American Express as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.