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Bellwether Investment Group’s Ameriprise Financial AMP Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-125
Closed -$16K – 87
2017
Q1 		$16K Hold
125
– – 0.04% 365
2016
Q4 		$14K Buy
+125
New +$13.2K 0.01% 548
2016
Q2 		$9K Buy
+100
New +$9.66K 0.01% 418

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Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bellwether Investment Group's AMP Position: Q2 2017 in Review

Bellwether Investment Group sold out of Ameriprise Financial (AMP) in Q2 2017, closing a stake of 125 shares — an estimated $16K sold.

Bellwether Investment Group first reported a position in AMP in Q2 2016 and held it in 3 quarters. The position peaked at $16K in Q1 2017. 697 funds tracked by Wall St. Rank hold AMP as of Q2 2017.

  • Bellwether Investment Group reported no remaining Ameriprise Financial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 125 Ameriprise Financial shares in Q2 2017, an estimated $16K.
  • Bellwether Investment Group first reported a position in Ameriprise Financial in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Ameriprise Financial position peaked at $16K in Q1 2017.
  • 697 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.