Willow Street Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
$700K Hold
7,710
0.39% 72
2013
Q3
$582K Buy
7,710
+1,485
+24% +$112K 0.36% 76
2013
Q2
$619K Buy
+6,225
New +$443K 0.4% 70

Other funds holding AXP

Willow Street Advisors's AXP Position: Q4 2013 in Review

Willow Street Advisors held its American Express (AXP) position steady in Q4 2013 at 7,710 shares worth $700K. The position accounts for 0.39% of the portfolio, ranked #72.

Willow Street Advisors first reported a position in AXP in Q2 2013 and has held it in 3 quarters since. 1,205 funds tracked by Wall St. Rank hold AXP as of Q4 2013.

  • Willow Street Advisors held 7,710 shares of American Express worth $700K as of Q4 2013.
  • Willow Street Advisors left its American Express share count unchanged in Q4 2013.
  • American Express made up 0.39% of Willow Street Advisors's portfolio in Q4 2013, its #72 holding.
  • Willow Street Advisors first reported a position in American Express in Q2 2013 and has held it in 3 quarters since.
  • 1,205 funds tracked by Wall St. Rank held American Express as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.