Ameriprise’s POWERSHARES KBW INS PORT KBWI Stock Holding History

Ameriprise’s Portfolio KBWI Stock Details KBWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-40	Closed	-$3K	–	5021
2014 Q3	$3K	Hold	40	–	–	﹤0.01%	5340
2014 Q2	$3K	Sell	40 -360	-90%	-$23.4K	﹤0.01%	5145
2014 Q1	$26K	Hold	400	–	–	﹤0.01%	4084
2013 Q4	$26K	Buy	+400	New	+$25.2K	﹤0.01%	3955

Other funds holding KBWI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise's KBWI Position: Q4 2014 in Review

Ameriprise sold out of POWERSHARES KBW INS PORT (KBWI) in Q4 2014, closing a stake of 40 shares — an estimated $3K sold.

Ameriprise first reported a position in KBWI in Q4 2013 and held it in 4 quarters. The position peaked at $26K in Q1 2014. 5 funds tracked by Wall St. Rank hold KBWI as of Q4 2014.

Ameriprise reported no remaining POWERSHARES KBW INS PORT position as of Q4 2014 after selling out during the quarter.
Ameriprise sold 40 POWERSHARES KBW INS PORT shares in Q4 2014, an estimated $3K.
Ameriprise first reported a position in POWERSHARES KBW INS PORT in Q4 2013 and held it in 4 quarters.
Ameriprise's POWERSHARES KBW INS PORT position peaked at $26K in Q1 2014.
5 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q4 2014.

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