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Holt-Smith Advisors’s American Express AXP Stock Holding History

Holt-Smith Advisors’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 		$880K Buy
+11,765
New +$837K 1.24% 20

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Holt-Smith Advisors's AXP Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in American Express (AXP) in Q2 2013: 11,765 shares worth $880K. The stake represents 1.24% of the portfolio and ranks #20 among its holdings.

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

  • Holt-Smith Advisors held 11,765 shares of American Express worth $880K as of Q2 2013.
  • American Express was a new Holt-Smith Advisors position in Q2 2013.
  • American Express made up 1.24% of Holt-Smith Advisors's portfolio in Q2 2013, its #20 holding.
  • 1,094 funds tracked by Wall St. Rank held American Express as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.