Blue Bell Private Wealth Management’s Ameriprise Financial AMP Stock Holding History

Blue Bell Private Wealth Management’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
2016 Q4	–	Sell	-480	Closed	-$48K	–	273
2016 Q3	$48K	Hold	480	–	–	0.03%	209
2016 Q2	$44K	Hold	480	–	–	0.03%	221
2016 Q1	$45K	Hold	480	–	–	0.03%	227
2015 Q4	$51K	Hold	480	–	–	0.03%	214
2015 Q3	$52K	Hold	480	–	–	0.04%	208
2015 Q2	$60K	Hold	480	–	–	0.04%	198
2015 Q1	$62K	Hold	480	–	–	0.04%	195
2014 Q4	$63K	Hold	480	–	–	0.04%	200
2014 Q3	$59K	Hold	480	–	–	0.04%	216
2014 Q2	$58K	Hold	480	–	–	0.04%	206
2014 Q1	$53K	Hold	480	–	–	0.04%	181
2013 Q4	$55K	Buy	+480	New	+$49.6K	0.04%	178

Other funds holding AMP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

BFA

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Blue Bell Private Wealth Management's AMP Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2016, closing a stake of 480 shares — an estimated $48K sold.

Blue Bell Private Wealth Management first reported a position in AMP in Q4 2013 and held it in 12 quarters. The position peaked at $63K in Q4 2014. 663 funds tracked by Wall St. Rank hold AMP as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Ameriprise Financial position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 480 Ameriprise Financial shares in Q4 2016, an estimated $48K.
Blue Bell Private Wealth Management first reported a position in Ameriprise Financial in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Ameriprise Financial position peaked at $63K in Q4 2014.
663 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.