BHF Kleinwort Benson Group’s Ameriprise Financial AMP Stock Holding History

BHF Kleinwort Benson 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
2015 Q4	–	Sell	-3,038	Closed	-$331K	–	393
2015 Q3	$331K	Buy	3,038 +82	+3%	+$9.67K	0.01%	284
2015 Q2	$369K	Sell	2,956 -2,217	-43%	-$283K	0.01%	348
2015 Q1	$677K	Sell	5,173 -4,733	-48%	-$623K	0.02%	293
2014 Q4	$1.34M	Buy	9,906 +3,150	+47%	+$399K	0.03%	239
2014 Q3	$658K	Sell	6,756 -3,899	-37%	-$478K	0.02%	276
2014 Q2	$1.28M	Buy	10,655 +3,711	+53%	+$415K	0.04%	226
2014 Q1	$764K	Buy	6,944 +3,763	+118%	+$412K	0.02%	286
2013 Q4	$366K	Buy	3,181 +3,101	+3,876%	+$320K	0.02%	204
2013 Q3	$7K	Hold	80	–	–	﹤0.01%	280
2013 Q2	$6K	Buy	+80	New	+$6.22K	﹤0.01%	273

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BHF Kleinwort Benson Group's AMP Position: Q4 2015 in Review

BHF Kleinwort Benson Group sold out of Ameriprise Financial (AMP) in Q4 2015, closing a stake of 3,038 shares — an estimated $331K sold.

BHF Kleinwort Benson Group first reported a position in AMP in Q2 2013 and held it in 10 quarters. The position peaked at $1.34M in Q4 2014. 654 funds tracked by Wall St. Rank hold AMP as of Q4 2015.

BHF Kleinwort Benson Group reported no remaining Ameriprise Financial position as of Q4 2015 after selling out during the quarter.
BHF Kleinwort Benson Group sold 3,038 Ameriprise Financial shares in Q4 2015, an estimated $331K.
BHF Kleinwort Benson Group first reported a position in Ameriprise Financial in Q2 2013 and held it in 10 quarters.
BHF Kleinwort Benson Group's Ameriprise Financial position peaked at $1.34M in Q4 2014.
654 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q4 2015, filed 9 Feb 2016.