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GlobalBridge’s American Express AXP Stock Holding History

GlobalBridge’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
Q1 		$642K Sell
7,136
-148
-2% -$13.2K 0.3% 125
2013
Q4 		$661K Sell
7,284
-398
-5% -$32.7K 0.33% 117
2013
Q3 		$580K Sell
7,682
-2,566
-25% -$193K 0.31% 133
2013
Q2 		$766K Buy
+10,248
New +$729K 0.42% 79

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GlobalBridge's AXP Position: Q1 2014 in Review

GlobalBridge reduced its American Express (AXP) stake by 2% in Q1 2014, selling an estimated $13.2K and leaving 7,136 shares worth $642K. The position accounts for 0.3% of the portfolio, ranked #125.

GlobalBridge first reported a position in AXP in Q2 2013 and has held it in 4 quarters since. The position peaked at $766K in Q2 2013. 1,219 funds tracked by Wall St. Rank hold AXP as of Q1 2014.

  • GlobalBridge held 7,136 shares of American Express worth $642K as of Q1 2014.
  • GlobalBridge sold 148 American Express shares in Q1 2014, an estimated $13.2K.
  • American Express made up 0.3% of GlobalBridge's portfolio in Q1 2014, its #125 holding.
  • GlobalBridge first reported a position in American Express in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's American Express position peaked at $766K in Q2 2013.
  • 1,219 funds tracked by Wall St. Rank held American Express as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.