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Credo Capital Management’s Ameriprise Financial AMP Stock Holding History

Credo Capital 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
2013
Q4 		$25K Sell
219
-272
-55% -$28.1K 0.11% 104
2013
Q3 		$45K Hold
491
– – 0.08% 77
2013
Q2 		$40K Buy
+491
New +$38.2K 0.03% 78

Other funds holding AMP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Credo Capital Management's AMP Position: Q4 2013 in Review

Credo Capital Management reduced its Ameriprise Financial (AMP) stake by 55% in Q4 2013, selling an estimated $28.1K and leaving 219 shares worth $25K. The position accounts for 0.11% of the portfolio, ranked #104.

Credo Capital Management first reported a position in AMP in Q2 2013 and has held it in 3 quarters since. The position peaked at $45K in Q3 2013. 580 funds tracked by Wall St. Rank hold AMP as of Q4 2013.

  • Credo Capital Management held 219 shares of Ameriprise Financial worth $25K as of Q4 2013.
  • Credo Capital Management sold 272 Ameriprise Financial shares in Q4 2013, an estimated $28.1K.
  • Ameriprise Financial made up 0.11% of Credo Capital Management's portfolio in Q4 2013, its #104 holding.
  • Credo Capital Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 3 quarters since.
  • Credo Capital Management's Ameriprise Financial position peaked at $45K in Q3 2013.
  • 580 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.