Wright Private Asset Management’s American Express AXP Stock Holding History

Wright Private Asset 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
2013 Q2	$333K	Buy	+4,455	New	+$317K	3.05%	12

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wright Private Asset Management's AXP Position: Q2 2013 in Review

Wright Private Asset Management opened a new position in American Express (AXP) in Q2 2013: 4,455 shares worth $333K. The stake represents 3.05% of the portfolio and ranks #12 among its holdings.

1,094 funds tracked by Wall St. Rank hold AXP as of Q2 2013.

Wright Private Asset Management held 4,455 shares of American Express worth $333K as of Q2 2013.
American Express was a new Wright Private Asset Management position in Q2 2013.
American Express made up 3.05% of Wright Private Asset Management's portfolio in Q2 2013, its #12 holding.
1,094 funds tracked by Wall St. Rank held American Express as of Q2 2013.

Based on Wright Private Asset Management's 13F filing for Q2 2013, filed 31 Jul 2013.