Ground Swell Capital’s American Express AXP Stock Holding History

Ground Swell Capital’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 Q3	$133K	Buy	+1,518	New	+$137K	0.25%	59

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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 $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Ground Swell Capital's AXP Position: Q3 2014 in Review

Ground Swell Capital opened a new position in American Express (AXP) in Q3 2014: 1,518 shares worth $133K. The stake represents 0.25% of the portfolio and ranks #59 among its holdings.

1,237 funds tracked by Wall St. Rank hold AXP as of Q3 2014.

Ground Swell Capital held 1,518 shares of American Express worth $133K as of Q3 2014.
American Express was a new Ground Swell Capital position in Q3 2014.
American Express made up 0.25% of Ground Swell Capital's portfolio in Q3 2014, its #59 holding.
1,237 funds tracked by Wall St. Rank held American Express as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.