Ameriprise
BAC.PRI.CL

Ameriprise’s Bk Of Amer Corp 6.625% Ser I BAC.PRI.CL Stock Holding History

Ameriprise’s Portfolio BAC.PRI.CL Stock Details BAC.PRI.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-35,157
Closed -$896K – 4061
2015
Q2 		$896K Buy
+35,157
New +$915K ﹤0.01% 3174
2014
Q4 		– Sell
-1,474
Closed -$38K – 4816
2014
Q3 		$38K Buy
1,474
+937
+174% +$24.1K ﹤0.01% 4136
2014
Q2 		$14K Buy
537
+37
+7% +$955 ﹤0.01% 4517
2014
Q1 		$13K Hold
500
– – ﹤0.01% 4425
2013
Q4 		$13K Sell
500
-44
-8% -$1.11K ﹤0.01% 4271
2013
Q3 		$14K Buy
544
+44
+9% +$1.14K ﹤0.01% 4673
2013
Q2 		$13K Buy
+500
New +$13.7K ﹤0.01% 4606

Other funds holding BAC.PRI.CL

CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return