Ameriprise
UAM

Ameriprise’s Universal American Corp UAM Stock Holding History

Ameriprise’s Portfolio UAM Stock Details UAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-130
Closed -$1K – 4909
2014
Q3 		$1K Sell
130
-10,247
-99% -$84.7K ﹤0.01% 5654
2014
Q2 		$86K Sell
10,377
-99,500
-91% -$755K ﹤0.01% 3654
2014
Q1 		$777K Buy
109,877
+35,213
+47% +$250K ﹤0.01% 2816
2013
Q4 		$545K Buy
74,664
+72,269
+3,017% +$540K ﹤0.01% 2836
2013
Q3 		$18K Sell
2,395
-136,060
-98% -$1.19M ﹤0.01% 4508
2013
Q2 		$1.23M Buy
+138,455
New +$1.26M ﹤0.01% 2543

Other funds holding UAM

PC
Perry Capital New York $334M AUM 8.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
LEP
Lee Equity Partners New York $71.1M AUM
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CZPM
Capital Z Partners Management New York $47.4M AUM 35.48% 1-Year Est. Return
BC
Broadfin Capital New York $747M AUM 100.56% 1-Year Est. Return

Ameriprise's UAM Position: Q4 2014 in Review

Ameriprise sold out of Universal American Corp (UAM) in Q4 2014, closing a stake of 130 shares — an estimated $1K sold.

Ameriprise first reported a position in UAM in Q2 2013 and held it in 6 quarters. The position peaked at $1.23M in Q2 2013. 80 funds tracked by Wall St. Rank hold UAM as of Q4 2014.

  • Ameriprise reported no remaining Universal American Corp position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 130 Universal American Corp shares in Q4 2014, an estimated $1K.
  • Ameriprise first reported a position in Universal American Corp in Q2 2013 and held it in 6 quarters.
  • Ameriprise's Universal American Corp position peaked at $1.23M in Q2 2013.
  • 80 funds tracked by Wall St. Rank held Universal American Corp as of Q4 2014.

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