Francis L. Coolidge’s American Express AXP Stock Holding History

Francis L. Coolidge’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
2013 Q2	$940K	Buy	+12,575	New	+$895K	1.14%	23

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

Francis L. Coolidge's AXP Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in American Express (AXP) in Q2 2013: 12,575 shares worth $940K. The stake represents 1.14% of the portfolio and ranks #23 among its holdings.

1,094 funds tracked by Wall St. Rank hold AXP as of Q2 2013.

Francis L. Coolidge held 12,575 shares of American Express worth $940K as of Q2 2013.
American Express was a new Francis L. Coolidge position in Q2 2013.
American Express made up 1.14% of Francis L. Coolidge's portfolio in Q2 2013, its #23 holding.
1,094 funds tracked by Wall St. Rank held American Express as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.