Ameriprise
PSR icon

Ameriprise’s Invesco Active US Real Estate Fund PSR Stock Holding History

Ameriprise’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,006
Closed -$65K – 4230
2014
Q3 		$65K Buy
1,006
+106
+12% +$7.09K ﹤0.01% 3875
2014
Q2 		$59K Buy
+900
New +$57.9K ﹤0.01% 3824

Other funds holding PSR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Ameriprise's PSR Position: Q4 2014 in Review

Ameriprise sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2014, closing a stake of 1,006 shares — an estimated $65K sold.

Ameriprise first reported a position in PSR in Q2 2014 and held it in 2 quarters. The position peaked at $65K in Q3 2014. 18 funds tracked by Wall St. Rank hold PSR as of Q4 2014.

  • Ameriprise reported no remaining Invesco Active US Real Estate Fund position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,006 Invesco Active US Real Estate Fund shares in Q4 2014, an estimated $65K.
  • Ameriprise first reported a position in Invesco Active US Real Estate Fund in Q2 2014 and held it in 2 quarters.
  • Ameriprise's Invesco Active US Real Estate Fund position peaked at $65K in Q3 2014.
  • 18 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2014.

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