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Counsel Portfolio Services’s Ameriprise Financial AMP Stock Holding History

Counsel Portfolio Services’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
2015
Q3 		– Sell
-2,600
Closed -$325K – 272
2015
Q2 		$325K Hold
2,600
– – 0.03% 257
2015
Q1 		$340K Hold
2,600
– – 0.03% 251
2014
Q4 		$344K Buy
+2,600
New +$329K 0.03% 251

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Counsel Portfolio Services's AMP Position: Q3 2015 in Review

Counsel Portfolio Services sold out of Ameriprise Financial (AMP) in Q3 2015, closing a stake of 2,600 shares — an estimated $325K sold.

Counsel Portfolio Services first reported a position in AMP in Q4 2014 and held it in 3 quarters. The position peaked at $344K in Q4 2014. 614 funds tracked by Wall St. Rank hold AMP as of Q3 2015.

  • Counsel Portfolio Services reported no remaining Ameriprise Financial position as of Q3 2015 after selling out during the quarter.
  • Counsel Portfolio Services sold 2,600 Ameriprise Financial shares in Q3 2015, an estimated $325K.
  • Counsel Portfolio Services first reported a position in Ameriprise Financial in Q4 2014 and held it in 3 quarters.
  • Counsel Portfolio Services's Ameriprise Financial position peaked at $344K in Q4 2014.
  • 614 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2015.

Based on Counsel Portfolio Services's 13F filing for Q3 2015, filed 13 Nov 2015.