Ameriprise
AFSD

Ameriprise’s AFLAC Inc AFSD Stock Holding History

Ameriprise’s Portfolio AFSD Stock Details AFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-35,914
Closed -$875K – 4077
2015
Q2 		$875K Buy
+35,914
New +$896K ﹤0.01% 3184
2014
Q4 		– Sell
-138
Closed -$3K – 4872
2014
Q3 		$3K Buy
138
+100
+263% +$2.44K ﹤0.01% 5329
2014
Q2 		$1K Buy
+38
New +$917 ﹤0.01% 5445

Other funds holding AFSD

FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
BMM
Buffington Mohr McNeal Boise, Idaho $507M AUM 5.85% 1-Year Est. Return
AIA
Alerus Investment Advisors Wayzata, Minnesota $575M AUM 0.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Ameriprise's AFSD Position: Q3 2015 in Review

Ameriprise sold out of AFLAC Inc (AFSD) in Q3 2015, closing a stake of 35,914 shares — an estimated $875K sold.

Ameriprise first reported a position in AFSD in Q2 2014 and held it in 3 quarters. The position peaked at $875K in Q2 2015. 9 funds tracked by Wall St. Rank hold AFSD as of Q3 2015.

  • Ameriprise reported no remaining AFLAC Inc position as of Q3 2015 after selling out during the quarter.
  • Ameriprise sold 35,914 AFLAC Inc shares in Q3 2015, an estimated $875K.
  • Ameriprise first reported a position in AFLAC Inc in Q2 2014 and held it in 3 quarters.
  • Ameriprise's AFLAC Inc position peaked at $875K in Q2 2015.
  • 9 funds tracked by Wall St. Rank held AFLAC Inc as of Q3 2015.

Based on Ameriprise's 13F filing for Q3 2015, filed 12 Nov 2015.