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Banyan Partners’s Ameriprise Financial AMP Stock Holding History

Banyan Partners’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
2014
Q3 		$2.12M Buy
17,154
+1,232
+8% +$151K 0.18% 139
2014
Q2 		$1.91M Sell
15,922
-1,130
-7% -$126K 0.16% 156
2014
Q1 		$1.88M Sell
17,052
-5,245
-24% -$574K 0.16% 151
2013
Q4 		$2.56M Sell
22,297
-14,175
-39% -$1.46M 0.18% 119
2013
Q3 		$3.32M Buy
+36,472
New +$3.22M 0.29% 82

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Banyan Partners's AMP Position: Q3 2014 in Review

Banyan Partners increased its Ameriprise Financial (AMP) stake by 7.7% in Q3 2014, buying an estimated $151K and bringing the position to 17,154 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #139.

Banyan Partners first reported a position in AMP in Q3 2013 and has held it in 5 quarters since. The position peaked at $3.32M in Q3 2013. 603 funds tracked by Wall St. Rank hold AMP as of Q3 2014.

  • Banyan Partners held 17,154 shares of Ameriprise Financial worth $2.12M as of Q3 2014.
  • Banyan Partners bought 1,232 Ameriprise Financial shares in Q3 2014, an estimated $151K.
  • Ameriprise Financial made up 0.18% of Banyan Partners's portfolio in Q3 2014, its #139 holding.
  • Banyan Partners first reported a position in Ameriprise Financial in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's Ameriprise Financial position peaked at $3.32M in Q3 2013.
  • 603 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.