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CapWealth Advisors’s Ameriprise Financial AMP Stock Holding History

CapWealth 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
2014
Q2 		– Sell
-240
Closed -$26K – 356
2014
Q1 		$26K Hold
240
– – 0.01% 173
2013
Q4 		$28K Hold
240
– – 0.01% 181
2013
Q3 		$22K Hold
240
– – 0.01% 228
2013
Q2 		$19K Buy
+240
New +$18.7K 0.01% 231

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CapWealth Advisors's AMP Position: Q2 2014 in Review

CapWealth Advisors sold out of Ameriprise Financial (AMP) in Q2 2014, closing a stake of 240 shares — an estimated $26K sold.

CapWealth Advisors first reported a position in AMP in Q2 2013 and held it in 4 quarters. The position peaked at $28K in Q4 2013. 594 funds tracked by Wall St. Rank hold AMP as of Q2 2014.

  • CapWealth Advisors reported no remaining Ameriprise Financial position as of Q2 2014 after selling out during the quarter.
  • CapWealth Advisors sold 240 Ameriprise Financial shares in Q2 2014, an estimated $26K.
  • CapWealth Advisors first reported a position in Ameriprise Financial in Q2 2013 and held it in 4 quarters.
  • CapWealth Advisors's Ameriprise Financial position peaked at $28K in Q4 2013.
  • 594 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.