First Citizens Bancorporation’s American Express AXP Stock Holding History

First Citizens Bancorporation’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
2014 Q4	$223K	Hold	2,400	–	–	0.15%	109
2014 Q3	$210K	Hold	2,400	–	–	0.15%	102
2014 Q2	$228K	Sell	2,400 -70	-3%	-$6.31K	0.17%	98
2014 Q1	$222K	Buy	2,470 +50	+2%	+$4.47K	0.18%	93
2013 Q4	$219K	Sell	2,420 -289	-11%	-$23.7K	0.17%	93
2013 Q3	$205K	Buy	+2,709	New	+$204K	0.18%	95

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

First Citizens Bancorporation's AXP Position: Q4 2014 in Review

First Citizens Bancorporation held its American Express (AXP) position steady in Q4 2014 at 2,400 shares worth $223K. The position accounts for 0.15% of the portfolio, ranked #109.

First Citizens Bancorporation first reported a position in AXP in Q3 2013 and has held it in 6 quarters since. The position peaked at $228K in Q2 2014. 1,318 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

First Citizens Bancorporation held 2,400 shares of American Express worth $223K as of Q4 2014.
First Citizens Bancorporation left its American Express share count unchanged in Q4 2014.
American Express made up 0.15% of First Citizens Bancorporation's portfolio in Q4 2014, its #109 holding.
First Citizens Bancorporation first reported a position in American Express in Q3 2013 and has held it in 6 quarters since.
First Citizens Bancorporation's American Express position peaked at $228K in Q2 2014.
1,318 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.