Fiduciary Services Corp’s American Express AXP Stock Holding History

Fiduciary Services Corp’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	$1.44M	Buy	18,411 +7,901	+75%	+$656K	0.47%	72
2014 Q4	$978K	Buy	10,510 +450	+4%	+$40.3K	0.34%	90
2014 Q3	$881K	Sell	10,060 -115	-1%	-$10.4K	0.32%	89
2014 Q2	$965K	Hold	10,175	–	–	0.36%	83
2014 Q1	$916K	Sell	10,175 -110	-1%	-$9.83K	0.36%	84
2013 Q4	$933K	Sell	10,285 -100	-1%	-$8.21K	0.37%	78
2013 Q3	$784K	Hold	10,385	–	–	0.35%	81
2013 Q2	$776K	Buy	+10,385	New	+$739K	0.34%	80

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

Fiduciary Services Corp's AXP Position: Q1 2015 in Review

Fiduciary Services Corp increased its American Express (AXP) stake by 75% in Q1 2015, buying an estimated $656K and bringing the position to 18,411 shares worth $1.44M. The position accounts for 0.47% of the portfolio, ranked #72.

Fiduciary Services Corp first reported a position in AXP in Q2 2013 and has held it in 8 quarters since. 1,317 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

Fiduciary Services Corp held 18,411 shares of American Express worth $1.44M as of Q1 2015.
Fiduciary Services Corp bought 7,901 American Express shares in Q1 2015, an estimated $656K.
American Express made up 0.47% of Fiduciary Services Corp's portfolio in Q1 2015, its #72 holding.
Fiduciary Services Corp first reported a position in American Express in Q2 2013 and has held it in 8 quarters since.
1,317 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.