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Alpha Windward’s Ameriprise Financial AMP Stock Holding History

Alpha Windward’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
2013
Q4 		– Sell
-398
Closed -$36K – 395
2013
Q3 		$36K Hold
398
– – 0.03% 299
2013
Q2 		$32K Buy
+398
New +$30.9K 0.03% 305

Other funds holding AMP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Alpha Windward's AMP Position: Q4 2013 in Review

Alpha Windward sold out of Ameriprise Financial (AMP) in Q4 2013, closing a stake of 398 shares — an estimated $36K sold.

Alpha Windward first reported a position in AMP in Q2 2013 and held it in 2 quarters. The position peaked at $36K in Q3 2013. 580 funds tracked by Wall St. Rank hold AMP as of Q4 2013.

  • Alpha Windward reported no remaining Ameriprise Financial position as of Q4 2013 after selling out during the quarter.
  • Alpha Windward sold 398 Ameriprise Financial shares in Q4 2013, an estimated $36K.
  • Alpha Windward first reported a position in Ameriprise Financial in Q2 2013 and held it in 2 quarters.
  • Alpha Windward's Ameriprise Financial position peaked at $36K in Q3 2013.
  • 580 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2013.

Based on Alpha Windward's 13F filing for Q4 2013, filed 14 Jan 2014.