Fiduciary Financial Services of The Southwest’s American Express AXP Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019 Q4	$285K	Hold	2,292	–	–	0.07%	129
2019 Q3	$271K	Hold	2,292	–	–	0.07%	133
2019 Q2	$283K	Sell	2,292 -23	-1%	-$2.7K	0.08%	134
2019 Q1	$253K	Sell	2,315 -57	-2%	-$5.99K	0.07%	136
2018 Q4	$226K	Hold	2,372	–	–	0.07%	134
2018 Q3	$253K	Hold	2,372	–	–	0.07%	140
2018 Q2	$232K	Hold	2,372	–	–	0.07%	142
2018 Q1	$221K	Hold	2,372	–	–	0.07%	143
2017 Q4	$236K	Hold	2,372	–	–	0.07%	143
2017 Q3	$215K	Buy	+2,372	New	+$204K	0.06%	142
2015 Q2	–	Sell	-3,889	Closed	-$304K	–	165
2015 Q1	$304K	Sell	3,889 -850	-18%	-$70.6K	0.09%	140
2014 Q4	$441K	Hold	4,739	–	–	0.13%	121
2014 Q3	$415K	Buy	4,739 +589	+14%	+$53K	0.12%	128
2014 Q2	$394K	Hold	4,150	–	–	0.11%	130
2014 Q1	$374K	Buy	+4,150	New	+$371K	0.11%	129

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Fiduciary Financial Services of The Southwest's AXP Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest held its American Express (AXP) position steady in Q4 2019 at 2,292 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #129.

Fiduciary Financial Services of The Southwest first reported a position in AXP in Q1 2014 and has held it in 15 quarters since. The position peaked at $441K in Q4 2014. 1,677 funds tracked by Wall St. Rank hold AXP as of Q4 2019.

Fiduciary Financial Services of The Southwest held 2,292 shares of American Express worth $285K as of Q4 2019.
Fiduciary Financial Services of The Southwest left its American Express share count unchanged in Q4 2019.
American Express made up 0.07% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #129 holding.
Fiduciary Financial Services of The Southwest first reported a position in American Express in Q1 2014 and has held it in 15 quarters since.
Fiduciary Financial Services of The Southwest's American Express position peaked at $441K in Q4 2014.
1,677 funds tracked by Wall St. Rank held American Express as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.