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Wilmington Trust’s American Express AXP Stock Holding History

Wilmington Trust’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 		$16.4M Buy
173,317
+2,994
+2% +$270K 0.27% 69
2014
Q1 		$15.3M Sell
170,323
-740
-0.4% -$66.1K 0.26% 69
2013
Q4 		$15.5M Buy
171,063
+2,745
+2% +$226K 0.26% 71
2013
Q3 		$12.7M Sell
168,318
-3,839
-2% -$289K 0.22% 75
2013
Q2 		$12.9M Buy
+172,157
New +$12.2M 0.26% 73

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilmington Trust's AXP Position: Q2 2014 in Review

Wilmington Trust increased its American Express (AXP) stake by 1.8% in Q2 2014, buying an estimated $270K and bringing the position to 173,317 shares worth $16.4M. The position accounts for 0.27% of the portfolio, ranked #69.

Wilmington Trust first reported a position in AXP in Q2 2013 and has held it in 5 quarters since. 1,220 funds tracked by Wall St. Rank hold AXP as of Q2 2014.

  • Wilmington Trust held 173,317 shares of American Express worth $16.4M as of Q2 2014.
  • Wilmington Trust bought 2,994 American Express shares in Q2 2014, an estimated $270K.
  • American Express made up 0.27% of Wilmington Trust's portfolio in Q2 2014, its #69 holding.
  • Wilmington Trust first reported a position in American Express in Q2 2013 and has held it in 5 quarters since.
  • 1,220 funds tracked by Wall St. Rank held American Express as of Q2 2014.

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