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United Bank (West Virginia)’s American Express AXP Stock Holding History

United Bank (West Virginia)’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
-3,155
Closed -$286K – 118
2013
Q4 		$286K Buy
3,155
+115
+4% +$9.45K 0.11% 92
2013
Q3 		$229K Buy
3,040
+140
+5% +$10.5K 0.1% 103
2013
Q2 		$216K Buy
+2,900
New +$206K 0.1% 101

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
Fidelity Investments
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
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
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

United Bank (West Virginia)'s AXP Position: Q1 2014 in Review

United Bank (West Virginia) sold out of American Express (AXP) in Q1 2014, closing a stake of 3,155 shares — an estimated $286K sold.

United Bank (West Virginia) first reported a position in AXP in Q2 2013 and held it in 3 quarters. The position peaked at $286K in Q4 2013. 1,219 funds tracked by Wall St. Rank hold AXP as of Q1 2014.

  • United Bank (West Virginia) reported no remaining American Express position as of Q1 2014 after selling out during the quarter.
  • United Bank (West Virginia) sold 3,155 American Express shares in Q1 2014, an estimated $286K.
  • United Bank (West Virginia) first reported a position in American Express in Q2 2013 and held it in 3 quarters.
  • United Bank (West Virginia)'s American Express position peaked at $286K in Q4 2013.
  • 1,219 funds tracked by Wall St. Rank held American Express as of Q1 2014.

Based on United Bank (West Virginia)'s 13F filing for Q1 2014, filed 9 May 2014.