Founders Bank & Trust’s American Express AXP Stock Holding History

Founders Bank & Trust’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	$722K	Sell	7,759 -755	-9%	-$67.7K	0.38%	43
2014 Q3	$746K	Sell	8,514 -315	-4%	-$28.4K	0.42%	40
2014 Q2	$837K	Buy	8,829 +400	+5%	+$36.1K	0.46%	35
2014 Q1	$759K	Buy	8,429 +457	+6%	+$40.8K	0.44%	37
2013 Q4	$667K	Sell	7,972 -1,254	-14%	-$103K	0.38%	40
2013 Q3	$697K	Sell	9,226 -18	-0.2%	-$1.35K	0.36%	37
2013 Q2	$691K	Buy	+9,244	New	+$658K	0.37%	36

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $23.3B AUM 26.95% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Bank & Trust's AXP Position: Q4 2014 in Review

Founders Bank & Trust reduced its American Express (AXP) stake by 8.9% in Q4 2014, selling an estimated $67.7K and leaving 7,759 shares worth $722K. The position accounts for 0.38% of the portfolio, ranked #43.

Founders Bank & Trust first reported a position in AXP in Q2 2013 and has held it in 7 quarters since. The position peaked at $837K in Q2 2014. 1,321 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

Founders Bank & Trust held 7,759 shares of American Express worth $722K as of Q4 2014.
Founders Bank & Trust sold 755 American Express shares in Q4 2014, an estimated $67.7K.
American Express made up 0.38% of Founders Bank & Trust's portfolio in Q4 2014, its #43 holding.
Founders Bank & Trust first reported a position in American Express in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's American Express position peaked at $837K in Q2 2014.
1,321 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.