AHS
AMP icon

Aspiriant Holdings S3’s Ameriprise Financial AMP Stock Holding History

Aspiriant Holdings S3’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 		– Sell
-1,922
Closed -$240K – 106
2015
Q2 		$240K Hold
1,922
– – 0.1% 103
2015
Q1 		$251K Hold
1,922
– – 0.1% 102
2014
Q4 		$254K Hold
1,922
– – 0.1% 103
2014
Q3 		$237K Hold
1,922
– – 0.1% 102
2014
Q2 		$231K Sell
1,922
-1,018
-35% -$114K 0.09% 110
2014
Q1 		$324K Hold
2,940
– – 0.14% 94
2013
Q4 		$338K Buy
2,940
+80
+3% +$8.26K 0.13% 91
2013
Q3 		$260K Sell
2,860
-960
-25% -$84.8K 0.11% 93
2013
Q2 		$309K Buy
+3,820
New +$297K 0.14% 88

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Aspiriant Holdings S3's AMP Position: Q3 2015 in Review

Aspiriant Holdings S3 sold out of Ameriprise Financial (AMP) in Q3 2015, closing a stake of 1,922 shares — an estimated $240K sold.

Aspiriant Holdings S3 first reported a position in AMP in Q2 2013 and held it in 9 quarters. The position peaked at $338K in Q4 2013. 613 funds tracked by Wall St. Rank hold AMP as of Q3 2015.

  • Aspiriant Holdings S3 reported no remaining Ameriprise Financial position as of Q3 2015 after selling out during the quarter.
  • Aspiriant Holdings S3 sold 1,922 Ameriprise Financial shares in Q3 2015, an estimated $240K.
  • Aspiriant Holdings S3 first reported a position in Ameriprise Financial in Q2 2013 and held it in 9 quarters.
  • Aspiriant Holdings S3's Ameriprise Financial position peaked at $338K in Q4 2013.
  • 613 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2015.

Based on Aspiriant Holdings S3's 13F filing for Q3 2015, filed 23 Oct 2015.