Boston Private Bank & Trust’s Ameriprise Financial AMP Stock Holding History

Boston Private Bank & Trust’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 Q1	$8.14M	Sell	62,187 -2,568	-4%	-$338K	0.38%	85
2014 Q4	$8.56M	Sell	64,755 -307	-0.5%	-$38.8K	0.4%	84
2014 Q3	$8.03M	Sell	65,062 -5,004	-7%	-$614K	0.39%	83
2014 Q2	$8.41M	Buy	70,066 +105	+0.2%	+$11.7K	0.41%	80
2014 Q1	$7.7M	Sell	69,961 -2,914	-4%	-$319K	0.39%	82
2013 Q4	$8.38M	Sell	72,875 -5,879	-7%	-$607K	0.42%	78
2013 Q3	$7.17M	Sell	78,754 -2,155	-3%	-$190K	0.4%	82
2013 Q2	$6.54M	Buy	+80,909	New	+$6.29M	0.38%	80

Other funds holding AMP

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Boston Private Bank & Trust's AMP Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Ameriprise Financial (AMP) stake by 4% in Q1 2015, selling an estimated $338K and leaving 62,187 shares worth $8.14M. The position accounts for 0.38% of the portfolio, ranked #85.

Boston Private Bank & Trust first reported a position in AMP in Q2 2013 and has held it in 8 quarters since. The position peaked at $8.56M in Q4 2014. 680 funds tracked by Wall St. Rank hold AMP as of Q1 2015.

Boston Private Bank & Trust held 62,187 shares of Ameriprise Financial worth $8.14M as of Q1 2015.
Boston Private Bank & Trust sold 2,568 Ameriprise Financial shares in Q1 2015, an estimated $338K.
Ameriprise Financial made up 0.38% of Boston Private Bank & Trust's portfolio in Q1 2015, its #85 holding.
Boston Private Bank & Trust first reported a position in Ameriprise Financial in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Ameriprise Financial position peaked at $8.56M in Q4 2014.
680 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.