Zions Trust National Association’s American Express AXP Stock Holding History

Zions Trust National Association’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 Q4	$19K	Hold	200	–	–	0.03%	144
2014 Q3	$18K	Sell	200 -217	-52%	-$19.5K	0.03%	159
2014 Q2	$40K	Hold	417	–	–	0.06%	98
2014 Q1	$38K	Buy	417 +200	+92%	+$17.9K	0.05%	104
2013 Q4	$20K	Hold	217	–	–	0.03%	139
2013 Q3	$16K	Hold	217	–	–	0.02%	135
2013 Q2	$16K	Buy	+217	New	+$15.4K	0.02%	135

Other funds holding AXP

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Zions Trust National Association's AXP Position: Q4 2014 in Review

Zions Trust National Association held its American Express (AXP) position steady in Q4 2014 at 200 shares worth $19K. The position accounts for 0.03% of the portfolio, ranked #144.

Zions Trust National Association first reported a position in AXP in Q2 2013 and has held it in 7 quarters since. The position peaked at $40K in Q2 2014. 1,320 funds tracked by Wall St. Rank hold AXP as of Q4 2014.

Zions Trust National Association held 200 shares of American Express worth $19K as of Q4 2014.
Zions Trust National Association left its American Express share count unchanged in Q4 2014.
American Express made up 0.03% of Zions Trust National Association's portfolio in Q4 2014, its #144 holding.
Zions Trust National Association first reported a position in American Express in Q2 2013 and has held it in 7 quarters since.
Zions Trust National Association's American Express position peaked at $40K in Q2 2014.
1,320 funds tracked by Wall St. Rank held American Express as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.