Ameriprise
USMD

Ameriprise’s USMD HLDGS INC COM STK (DE) USMD Stock Holding History

Ameriprise’s Portfolio USMD Stock Details USMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-67
Closed -$2K – 5629
2013
Q3 		$2K Hold
67
– – ﹤0.01% 5427
2013
Q2 		$2K Buy
+67
New +$1.14K ﹤0.01% 5350

Other funds holding USMD

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Ameriprise's USMD Position: Q4 2013 in Review

Ameriprise sold out of USMD HLDGS INC COM STK (DE) (USMD) in Q4 2013, closing a stake of 67 shares — an estimated $2K sold.

Ameriprise first reported a position in USMD in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 20 funds tracked by Wall St. Rank hold USMD as of Q4 2013.

  • Ameriprise reported no remaining USMD HLDGS INC COM STK (DE) position as of Q4 2013 after selling out during the quarter.
  • Ameriprise sold 67 USMD HLDGS INC COM STK (DE) shares in Q4 2013, an estimated $2K.
  • Ameriprise first reported a position in USMD HLDGS INC COM STK (DE) in Q2 2013 and held it in 2 quarters.
  • Ameriprise's USMD HLDGS INC COM STK (DE) position peaked at $2K in Q3 2013.
  • 20 funds tracked by Wall St. Rank held USMD HLDGS INC COM STK (DE) as of Q4 2013.

Based on Ameriprise's 13F filing for Q4 2013, filed 14 Feb 2014.