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

Mariner Wealth Advisors (NYC)’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
2015 Q1	$81K	Buy	+1,034	New	+$85.9K	0.04%	117

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s AXP Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in American Express (AXP) in Q1 2015: 1,034 shares worth $81K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings.

1,319 funds tracked by Wall St. Rank hold AXP as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,034 shares of American Express worth $81K as of Q1 2015.
American Express was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
American Express made up 0.04% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #117 holding.
1,319 funds tracked by Wall St. Rank held American Express as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.