Mariner Wealth Advisors (Cincinnati)’s American Express AXP Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2018 Q3	$322K	Hold	3,028	–	–	0.02%	237
2018 Q2	$297K	Buy	3,028 +106	+4%	+$10.4K	0.02%	244
2018 Q1	$273K	Sell	2,922 -115	-4%	-$11.1K	0.02%	241
2017 Q4	$302K	Buy	3,037 +115	+4%	+$11K	0.02%	229
2017 Q3	$264K	Buy	2,922 +500	+21%	+$43K	0.02%	233
2017 Q2	$204K	Buy	+2,422	New	+$192K	0.01%	248
2016 Q1	–	Sell	-3,431	Closed	-$239K	–	240
2015 Q4	$239K	Buy	+3,431	New	+$250K	0.02%	213
2015 Q1	$323K	Buy	4,131 +295	+8%	+$24.5K	0.05%	140
2014 Q4	$357K	Sell	3,836 -236	-6%	-$21.2K	0.05%	132
2014 Q3	$356K	Buy	4,072 +381	+10%	+$34.3K	0.06%	127
2014 Q2	$350K	Buy	3,691 +258	+8%	+$23.3K	0.06%	118
2014 Q1	$309K	Sell	3,433 -197	-5%	-$17.6K	0.05%	115
2013 Q4	$329K	Buy	3,630 +607	+20%	+$49.9K	0.05%	112
2013 Q3	$228K	Sell	3,023 -750	-20%	-$56.4K	0.04%	116
2013 Q2	$282K	Buy	+3,773	New	+$268K	0.06%	105

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s AXP Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) held its American Express (AXP) position steady in Q3 2018 at 3,028 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #237.

Mariner Wealth Advisors (Cincinnati) first reported a position in AXP in Q2 2013 and has held it in 15 quarters since. The position peaked at $357K in Q4 2014. 1,451 funds tracked by Wall St. Rank hold AXP as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 3,028 shares of American Express worth $322K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) left its American Express share count unchanged in Q3 2018.
American Express made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #237 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in American Express in Q2 2013 and has held it in 15 quarters since.
Mariner Wealth Advisors (Cincinnati)'s American Express position peaked at $357K in Q4 2014.
1,451 funds tracked by Wall St. Rank held American Express as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.