NBW Capital’s American Express AXP Stock Holding History

NBW 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 Q1	–	Sell	-2,245	Closed	-$204K	–	84
2013 Q4	$204K	Buy	+2,245	New	+$184K	0.03%	99

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

NBW Capital's AXP Position: Q1 2014 in Review

NBW Capital sold out of American Express (AXP) in Q1 2014, closing a stake of 2,245 shares — an estimated $204K sold.

NBW Capital first reported a position in AXP in Q4 2013 and held it in 1 quarter. The position peaked at $204K in Q4 2013. 1,218 funds tracked by Wall St. Rank hold AXP as of Q1 2014.

NBW Capital reported no remaining American Express position as of Q1 2014 after selling out during the quarter.
NBW Capital sold 2,245 American Express shares in Q1 2014, an estimated $204K.
NBW Capital first reported a position in American Express in Q4 2013 and held it in 1 quarter.
NBW Capital's American Express position peaked at $204K in Q4 2013.
1,218 funds tracked by Wall St. Rank held American Express as of Q1 2014.

Based on NBW Capital's 13F filing for Q1 2014, filed 14 May 2014.