Lebenthal Wealth Advisors’s American Express AXP Stock Holding History

Lebenthal Wealth 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
2016 Q2	$264K	Buy	+4,342	New	+$275K	0.78%	57

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

DSA

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

Lebenthal Wealth Advisors's AXP Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in American Express (AXP) in Q2 2016: 4,342 shares worth $264K. The stake represents 0.78% of the portfolio and ranks #57 among its holdings.

1,183 funds tracked by Wall St. Rank hold AXP as of Q2 2016.

Lebenthal Wealth Advisors held 4,342 shares of American Express worth $264K as of Q2 2016.
American Express was a new Lebenthal Wealth Advisors position in Q2 2016.
American Express made up 0.78% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #57 holding.
1,183 funds tracked by Wall St. Rank held American Express as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.