Calvert Investment Management’s Ameriprise Financial AMP Stock Holding History

Calvert Investment 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
2017 Q1	–	Sell	-131,454	Closed	-$14.6M	–	41
2016 Q4	$14.6M	Sell	131,454 -12,390	-9%	-$1.31M	0.55%	42
2016 Q3	$14.4M	Sell	143,844 -12,498	-8%	-$1.21M	0.53%	43
2016 Q2	$14M	Buy	156,342 +143,692	+1,136%	+$13.9M	0.56%	47
2016 Q1	$1.19M	Buy	12,650 +1,006	+9%	+$90.2K	0.05%	292
2015 Q4	$1.24M	Buy	11,644 +3,137	+37%	+$351K	0.06%	268
2015 Q3	$928K	Buy	8,507 +856	+11%	+$101K	0.05%	234
2015 Q2	$956K	Sell	7,651 -376	-5%	-$47.9K	0.04%	247
2015 Q1	$1.05M	Buy	8,027 +682	+9%	+$89.8K	0.07%	221
2014 Q4	$971K	Buy	7,345 +472	+7%	+$59.7K	0.07%	224
2014 Q3	$848K	Buy	+6,873	New	+$843K	0.06%	229

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

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

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

Calvert Investment Management's AMP Position: Q1 2017 in Review

Calvert Investment Management sold out of Ameriprise Financial (AMP) in Q1 2017, closing a stake of 131,454 shares — an estimated $14.6M sold.

Calvert Investment Management first reported a position in AMP in Q3 2014 and held it in 10 quarters. The position peaked at $14.6M in Q4 2016. 678 funds tracked by Wall St. Rank hold AMP as of Q1 2017.

Calvert Investment Management reported no remaining Ameriprise Financial position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 131,454 Ameriprise Financial shares in Q1 2017, an estimated $14.6M.
Calvert Investment Management first reported a position in Ameriprise Financial in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's Ameriprise Financial position peaked at $14.6M in Q4 2016.
678 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.