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Capstone Asset Management’s Ameriprise Financial AMP Stock Holding History

Capstone Asset 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
Q2 		$1.83M Buy
14,416
+471
+3% +$59.8K 0.05% 415
2017
Q1 		$1.81M Sell
13,945
-890
-6% -$110K 0.05% 424
2016
Q4 		$1.65M Sell
14,835
-187
-1% -$19.7K 0.05% 442
2016
Q3 		$1.5M Sell
15,022
-711
-5% -$68.9K 0.04% 477
2016
Q2 		$1.41M Sell
15,733
-1,095
-7% -$106K 0.04% 479
2016
Q1 		$1.58M Buy
16,828
+1,995
+13% +$179K 0.05% 466
2015
Q4 		$1.58M Sell
14,833
-2,258
-13% -$252K 0.05% 460
2015
Q3 		$1.86M Buy
17,091
+1,640
+11% +$193K 0.06% 387
2015
Q2 		$1.93M Sell
15,451
-950
-6% -$121K 0.06% 389
2015
Q1 		$2.15M Sell
16,401
-20
-0.1% -$2.63K 0.06% 368
2014
Q4 		$2.17M Buy
16,421
+220
+1% +$27.8K 0.06% 354
2014
Q3 		$2M Buy
16,201
+240
+2% +$29.4K 0.07% 335
2014
Q2 		$1.92M Sell
15,961
-3,628
-19% -$406K 0.06% 360
2014
Q1 		$2.16M Sell
19,589
-2,960
-13% -$324K 0.07% 341
2013
Q4 		$2.59M Sell
22,549
-9,361
-29% -$967K 0.08% 303
2013
Q3 		$2.91M Sell
31,910
-259
-0.8% -$22.9K 0.07% 319
2013
Q2 		$2.6M Buy
+32,169
New +$2.5M 0.07% 331

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capstone Asset Management's AMP Position: Q2 2017 in Review

Capstone Asset Management increased its Ameriprise Financial (AMP) stake by 3.4% in Q2 2017, buying an estimated $59.8K and bringing the position to 14,416 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #415.

Capstone Asset Management first reported a position in AMP in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.91M in Q3 2013. 697 funds tracked by Wall St. Rank hold AMP as of Q2 2017.

  • Capstone Asset Management held 14,416 shares of Ameriprise Financial worth $1.83M as of Q2 2017.
  • Capstone Asset Management bought 471 Ameriprise Financial shares in Q2 2017, an estimated $59.8K.
  • Ameriprise Financial made up 0.05% of Capstone Asset Management's portfolio in Q2 2017, its #415 holding.
  • Capstone Asset Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Ameriprise Financial position peaked at $2.91M in Q3 2013.
  • 697 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.