Cobiz Wealth’s Ameriprise Financial AMP Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-100	Closed	-$8K	–	135
2013 Q2	$8K	Buy	+100	New	+$7.77K	﹤0.01%	286

Other funds holding AMP

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

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

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

Norges Bank Oslo, Norway $935B AUM

BIT

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

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

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

Cobiz Wealth's AMP Position: Q3 2013 in Review

Cobiz Wealth sold out of Ameriprise Financial (AMP) in Q3 2013, closing a stake of 100 shares — an estimated $8K sold.

Cobiz Wealth first reported a position in AMP in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 524 funds tracked by Wall St. Rank hold AMP as of Q3 2013.

Cobiz Wealth reported no remaining Ameriprise Financial position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 100 Ameriprise Financial shares in Q3 2013, an estimated $8K.
Cobiz Wealth first reported a position in Ameriprise Financial in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Ameriprise Financial position peaked at $8K in Q2 2013.
524 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.