Bristlecone Advisors’s Ameriprise Financial AMP Stock Holding History

Bristlecone Advisors’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	-2,050	Closed	-$266K	–	147
2017 Q1	$266K	Hold	2,050	–	–	0.09%	130
2016 Q4	$227K	Hold	2,050	–	–	0.08%	140
2016 Q3	$205K	Buy	+2,050	New	+$199K	0.07%	150
2016 Q1	–	Sell	-11,594	Closed	-$1.23M	–	163
2015 Q4	$1.23M	Buy	+11,594	New	+$1.3M	0.52%	61

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bristlecone Advisors's AMP Position: Q2 2017 in Review

Bristlecone Advisors sold out of Ameriprise Financial (AMP) in Q2 2017, closing a stake of 2,050 shares — an estimated $266K sold.

Bristlecone Advisors first reported a position in AMP in Q4 2015 and held it in 4 quarters. The position peaked at $1.23M in Q4 2015. 697 funds tracked by Wall St. Rank hold AMP as of Q2 2017.

Bristlecone Advisors reported no remaining Ameriprise Financial position as of Q2 2017 after selling out during the quarter.
Bristlecone Advisors sold 2,050 Ameriprise Financial shares in Q2 2017, an estimated $266K.
Bristlecone Advisors first reported a position in Ameriprise Financial in Q4 2015 and held it in 4 quarters.
Bristlecone Advisors's Ameriprise Financial position peaked at $1.23M in Q4 2015.
697 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2017.

Based on Bristlecone Advisors's 13F filing for Q2 2017, filed 26 Jul 2017.