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Allegis Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Allegis Investment Advisors’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-136
Closed -$14K – 222
2015
Q4 		$14K Buy
+136
New +$15.2K 0.01% 582

Other funds holding AMP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Allegis Investment Advisors's AMP Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Ameriprise Financial (AMP) in Q1 2016, closing a stake of 136 shares — an estimated $14K sold.

Allegis Investment Advisors first reported a position in AMP in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 611 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Ameriprise Financial position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 136 Ameriprise Financial shares in Q1 2016, an estimated $14K.
  • Allegis Investment Advisors first reported a position in Ameriprise Financial in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Ameriprise Financial position peaked at $14K in Q4 2015.
  • 611 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.