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Analytic Investors’s Ameriprise Financial AMP Stock Holding History

Analytic Investors’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,712
Closed -$1.05M – 588
2016
Q2 		$1.05M Buy
+11,712
New +$1.13M 0.01% 374
2015
Q3 		– Sell
-76,085
Closed -$9.51M – 550
2015
Q2 		$9.51M Buy
76,085
+32,478
+74% +$4.14M 0.13% 135
2015
Q1 		$5.71M Buy
+43,607
New +$5.74M 0.08% 159

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Analytic Investors's AMP Position: Q3 2016 in Review

Analytic Investors sold out of Ameriprise Financial (AMP) in Q3 2016, closing a stake of 11,712 shares — an estimated $1.05M sold.

Analytic Investors first reported a position in AMP in Q1 2015 and held it in 3 quarters. The position peaked at $9.51M in Q2 2015. 631 funds tracked by Wall St. Rank hold AMP as of Q3 2016.

  • Analytic Investors reported no remaining Ameriprise Financial position as of Q3 2016 after selling out during the quarter.
  • Analytic Investors sold 11,712 Ameriprise Financial shares in Q3 2016, an estimated $1.05M.
  • Analytic Investors first reported a position in Ameriprise Financial in Q1 2015 and held it in 3 quarters.
  • Analytic Investors's Ameriprise Financial position peaked at $9.51M in Q2 2015.
  • 631 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.