Aris Wealth Services’s Ameriprise Financial AMP Stock Holding History

Aris Wealth Services’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
2015 Q3	$33K	Sell	306 -6,339	-95%	-$748K	0.07%	119
2015 Q2	$830K	Buy	6,645 +340	+5%	+$43.3K	0.76%	42
2015 Q1	$825K	Buy	6,305 +438	+7%	+$57.7K	0.77%	38
2014 Q4	$776K	Buy	5,867 +94	+2%	+$11.9K	0.86%	36
2014 Q3	$712K	Buy	5,773 +244	+4%	+$29.9K	0.88%	30
2014 Q2	$664K	Buy	5,529 +30	+0.5%	+$3.36K	0.87%	30
2014 Q1	$605K	Sell	5,499 -884	-14%	-$96.8K	0.89%	34
2013 Q4	$734K	Sell	6,383 -133	-2%	-$13.7K	1.23%	16
2013 Q3	$593K	Buy	6,516 +1,258	+24%	+$111K	1.09%	24
2013 Q2	$425K	Buy	+5,258	New	+$409K	0.91%	30

Other funds holding AMP

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Aris Wealth Services's AMP Position: Q3 2015 in Review

Aris Wealth Services reduced its Ameriprise Financial (AMP) stake by 95% in Q3 2015, selling an estimated $748K and leaving 306 shares worth $33K. The position accounts for 0.07% of the portfolio, ranked #119.

Aris Wealth Services first reported a position in AMP in Q2 2013 and has held it in 10 quarters since. The position peaked at $830K in Q2 2015. 613 funds tracked by Wall St. Rank hold AMP as of Q3 2015.

Aris Wealth Services held 306 shares of Ameriprise Financial worth $33K as of Q3 2015.
Aris Wealth Services sold 6,339 Ameriprise Financial shares in Q3 2015, an estimated $748K.
Ameriprise Financial made up 0.07% of Aris Wealth Services's portfolio in Q3 2015, its #119 holding.
Aris Wealth Services first reported a position in Ameriprise Financial in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Ameriprise Financial position peaked at $830K in Q2 2015.
613 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.