Ameriprise
IHC

Ameriprise’s Independence Holding Company IHC Stock Holding History

Ameriprise’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,803
Closed -$24K – 5366
2014
Q3 		$24K Hold
1,803
– – ﹤0.01% 4404
2014
Q2 		$25K Hold
1,803
– – ﹤0.01% 4229
2014
Q1 		$24K Hold
1,803
– – ﹤0.01% 4124
2013
Q4 		$24K Sell
1,803
-491
-21% -$6.62K ﹤0.01% 3988
2013
Q3 		$33K Hold
2,294
– – ﹤0.01% 4076
2013
Q2 		$27K Buy
+2,294
New +$25K ﹤0.01% 4105

Other funds holding IHC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Amici Capital New York $257M AUM 4.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise's IHC Position: Q4 2014 in Review

Ameriprise sold out of Independence Holding Company (IHC) in Q4 2014, closing a stake of 1,803 shares — an estimated $24K sold.

Ameriprise first reported a position in IHC in Q2 2013 and held it in 6 quarters. The position peaked at $33K in Q3 2013. 42 funds tracked by Wall St. Rank hold IHC as of Q4 2014.

  • Ameriprise reported no remaining Independence Holding Company position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,803 Independence Holding Company shares in Q4 2014, an estimated $24K.
  • Ameriprise first reported a position in Independence Holding Company in Q2 2013 and held it in 6 quarters.
  • Ameriprise's Independence Holding Company position peaked at $33K in Q3 2013.
  • 42 funds tracked by Wall St. Rank held Independence Holding Company as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.