Apex Capital Management’s Ameriprise Financial AMP Stock Holding History

Apex Capital Management’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 Q1	$476K	Sell	5,064 -51	-1%	-$4.57K	0.01%	236
2015 Q4	$544K	Hold	5,115	–	–	0.01%	214
2015 Q3	$558K	Sell	5,115 -13	-0.3%	-$1.53K	0.01%	206
2015 Q2	$641K	Sell	5,128 -25	-0.5%	-$3.19K	0.01%	205
2015 Q1	$674K	Buy	5,153 +38	+0.7%	+$5.01K	0.02%	197
2014 Q4	$676K	Buy	5,115 +100	+2%	+$12.7K	0.02%	196
2014 Q3	$619K	Buy	+5,015	New	+$615K	0.02%	199

Other funds holding AMP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Apex Capital Management's AMP Position: Q1 2016 in Review

Apex Capital Management reduced its Ameriprise Financial (AMP) stake by 1% in Q1 2016, selling an estimated $4.57K and leaving 5,064 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #236.

Apex Capital Management first reported a position in AMP in Q3 2014 and has held it in 7 quarters since. The position peaked at $676K in Q4 2014. 612 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

Apex Capital Management held 5,064 shares of Ameriprise Financial worth $476K as of Q1 2016.
Apex Capital Management sold 51 Ameriprise Financial shares in Q1 2016, an estimated $4.57K.
Ameriprise Financial made up 0.01% of Apex Capital Management's portfolio in Q1 2016, its #236 holding.
Apex Capital Management first reported a position in Ameriprise Financial in Q3 2014 and has held it in 7 quarters since.
Apex Capital Management's Ameriprise Financial position peaked at $676K in Q4 2014.
612 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on Apex Capital Management's 13F filing for Q1 2016, filed 27 Apr 2016.