Wilmington Funds Management’s American Express AXP Stock Holding History

Wilmington Funds Management’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 Q2	$2.64M	Buy	27,860 +4,597	+20%	+$414K	0.27%	106
2014 Q1	$2.09M	Sell	23,263 -3,984	-15%	-$356K	0.23%	123
2013 Q4	$2.47M	Sell	27,247 -4,992	-15%	-$410K	0.25%	118
2013 Q3	$2.44M	Sell	32,239 -4,000	-11%	-$301K	0.24%	142
2013 Q2	$2.71M	Buy	+36,239	New	+$2.58M	0.26%	130

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

Norges Bank Oslo, Norway $935B AUM

Wilmington Funds Management's AXP Position: Q2 2014 in Review

Wilmington Funds Management increased its American Express (AXP) stake by 20% in Q2 2014, buying an estimated $414K and bringing the position to 27,860 shares worth $2.64M. The position accounts for 0.27% of the portfolio, ranked #106.

Wilmington Funds Management first reported a position in AXP in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.71M in Q2 2013. 1,220 funds tracked by Wall St. Rank hold AXP as of Q2 2014.

Wilmington Funds Management held 27,860 shares of American Express worth $2.64M as of Q2 2014.
Wilmington Funds Management bought 4,597 American Express shares in Q2 2014, an estimated $414K.
American Express made up 0.27% of Wilmington Funds Management's portfolio in Q2 2014, its #106 holding.
Wilmington Funds Management first reported a position in American Express in Q2 2013 and has held it in 5 quarters since.
Wilmington Funds Management's American Express position peaked at $2.71M in Q2 2013.
1,220 funds tracked by Wall St. Rank held American Express as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.