Winthrop Partners - WNY’s American Express AXP Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$29.7K	Buy	+251	New	+$30.8K	0.02%	207

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winthrop Partners - WNY's AXP Position: Q3 2019 in Review

Winthrop Partners - WNY opened a new position in American Express (AXP) in Q3 2019: 251 shares worth $29.7K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings.

1,581 funds tracked by Wall St. Rank hold AXP as of Q3 2019.

Winthrop Partners - WNY held 251 shares of American Express worth $29.7K as of Q3 2019.
American Express was a new Winthrop Partners - WNY position in Q3 2019.
American Express made up 0.02% of Winthrop Partners - WNY's portfolio in Q3 2019, its #207 holding.
1,581 funds tracked by Wall St. Rank held American Express as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.