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Alpha Cubed Investments’s Ameriprise Financial AMP Stock Holding History

Alpha Cubed Investments’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
2014
Q3 		– Sell
-4,368
Closed -$524K – 147
2014
Q2 		$524K Sell
4,368
-209
-5% -$23.4K 0.23% 114
2014
Q1 		$504K Buy
+4,577
New +$501K 0.26% 109

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Alpha Cubed Investments's AMP Position: Q3 2014 in Review

Alpha Cubed Investments sold out of Ameriprise Financial (AMP) in Q3 2014, closing a stake of 4,368 shares — an estimated $524K sold.

Alpha Cubed Investments first reported a position in AMP in Q1 2014 and held it in 2 quarters. The position peaked at $524K in Q2 2014. 604 funds tracked by Wall St. Rank hold AMP as of Q3 2014.

  • Alpha Cubed Investments reported no remaining Ameriprise Financial position as of Q3 2014 after selling out during the quarter.
  • Alpha Cubed Investments sold 4,368 Ameriprise Financial shares in Q3 2014, an estimated $524K.
  • Alpha Cubed Investments first reported a position in Ameriprise Financial in Q1 2014 and held it in 2 quarters.
  • Alpha Cubed Investments's Ameriprise Financial position peaked at $524K in Q2 2014.
  • 604 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2014.

Based on Alpha Cubed Investments's 13F filing for Q3 2014, filed 28 Oct 2014.