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Stifel Nicolaus & Co’s American Express AXP Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$3.11M Buy
41,197
+913
+2% +$68.7K 0.05% 350
2013
Q2 		$3.01M Buy
+40,284
New +$2.87M 0.05% 320

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $2.9T AUM 29.55% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
T. Rowe Price Associates
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Nicolaus & Co's AXP Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its American Express (AXP) stake by 2.3% in Q3 2013, buying an estimated $68.7K and bringing the position to 41,197 shares worth $3.11M. The position accounts for 0.05% of the portfolio, ranked #350.

Stifel Nicolaus & Co first reported a position in AXP in Q2 2013 and has held it in 2 quarters since. 1,116 funds tracked by Wall St. Rank hold AXP as of Q3 2013.

  • Stifel Nicolaus & Co held 41,197 shares of American Express worth $3.11M as of Q3 2013.
  • Stifel Nicolaus & Co bought 913 American Express shares in Q3 2013, an estimated $68.7K.
  • American Express made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #350 holding.
  • Stifel Nicolaus & Co first reported a position in American Express in Q2 2013 and has held it in 2 quarters since.
  • 1,116 funds tracked by Wall St. Rank held American Express as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.