Ameriprise’s Allied Capital Corporation AFC Stock Holding History

Ameriprise’s Portfolio AFC Stock Details AFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-11,777	Closed	-$297K	–	3887
2016 Q4	$297K	Sell	11,777 -139	-1%	-$3.55K	﹤0.01%	3490
2016 Q3	$306K	Buy	+11,916	New	+$307K	﹤0.01%	3392
2014 Q4	–	Sell	-1,896	Closed	-$48K	–	5511
2014 Q3	$48K	Buy	1,896 +500	+36%	+$12.5K	﹤0.01%	4041
2014 Q2	$35K	Buy	1,396 +426	+44%	+$10.6K	﹤0.01%	4068
2014 Q1	$24K	Buy	970 +470	+94%	+$11.4K	﹤0.01%	4125
2013 Q4	$11K	Buy	+500	New	+$11.8K	﹤0.01%	4362

Other funds holding AFC

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise's AFC Position: Q1 2017 in Review

Ameriprise sold out of Allied Capital Corporation (AFC) in Q1 2017, closing a stake of 11,777 shares — an estimated $297K sold.

Ameriprise first reported a position in AFC in Q4 2013 and held it in 6 quarters. The position peaked at $306K in Q3 2016. 2 funds tracked by Wall St. Rank hold AFC as of Q1 2017.

Ameriprise reported no remaining Allied Capital Corporation position as of Q1 2017 after selling out during the quarter.
Ameriprise sold 11,777 Allied Capital Corporation shares in Q1 2017, an estimated $297K.
Ameriprise first reported a position in Allied Capital Corporation in Q4 2013 and held it in 6 quarters.
Ameriprise's Allied Capital Corporation position peaked at $306K in Q3 2016.
2 funds tracked by Wall St. Rank held Allied Capital Corporation as of Q1 2017.

Based on Ameriprise's 13F filing for Q1 2017, filed 5 May 2017.