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Wilmington Trust Investment Management’s American Express AXP Stock Holding History

Wilmington Trust Investment 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 		$2M Sell
21,130
-1,500
-7% -$135K 0.41% 39
2014
Q1 		$2.04M Buy
22,630
+5,800
+34% +$518K 0.41% 41
2013
Q4 		$1.53M Sell
16,830
-1,000
-6% -$82.2K 0.3% 51
2013
Q3 		$1.35M Hold
17,830
– – 0.28% 57
2013
Q2 		$1.33M Buy
+17,830
New +$1.27M 0.29% 57

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 $3.37T AUM 44.26% 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 $23.3B AUM 26.95% 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 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilmington Trust Investment Management's AXP Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its American Express (AXP) stake by 6.6% in Q2 2014, selling an estimated $135K and leaving 21,130 shares worth $2M. The position accounts for 0.41% of the portfolio, ranked #39.

Wilmington Trust Investment Management first reported a position in AXP in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.04M in Q1 2014. 1,220 funds tracked by Wall St. Rank hold AXP as of Q2 2014.

  • Wilmington Trust Investment Management held 21,130 shares of American Express worth $2M as of Q2 2014.
  • Wilmington Trust Investment Management sold 1,500 American Express shares in Q2 2014, an estimated $135K.
  • American Express made up 0.41% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #39 holding.
  • Wilmington Trust Investment Management first reported a position in American Express in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's American Express position peaked at $2.04M in Q1 2014.
  • 1,220 funds tracked by Wall St. Rank held American Express as of Q2 2014.

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