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Daiwa SB Investments’s Ameriprise Financial AMP Stock Holding History

Daiwa SB Investments’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
Q4 		– Sell
-11,849
Closed -$1.29M – 133
2015
Q3 		$1.29M Sell
11,849
-445
-4% -$52.5K 0.3% 76
2015
Q2 		$1.54M Sell
12,294
-4,640
-27% -$591K 0.3% 67
2015
Q1 		$2.22M Buy
16,934
+2,974
+21% +$392K 0.4% 59
2014
Q4 		$1.85M Sell
13,960
-19,426
-58% -$2.46M 0.3% 69
2014
Q3 		$4.12M Sell
33,386
-92,765
-74% -$11.4M 0.52% 42
2014
Q2 		$15.1M Buy
126,151
+4,447
+4% +$497K 1.92% 8
2014
Q1 		$13.4M Sell
121,704
-18,818
-13% -$2.06M 1.6% 15
2013
Q4 		$16.2M Sell
140,522
-27,360
-16% -$2.83M 1.81% 7
2013
Q3 		$15.3M Sell
167,882
-18,926
-10% -$1.67M 1.75% 11
2013
Q2 		$15.1M Buy
+186,808
New +$14.5M 2.56% 10

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa SB Investments's AMP Position: Q4 2015 in Review

Daiwa SB Investments sold out of Ameriprise Financial (AMP) in Q4 2015, closing a stake of 11,849 shares — an estimated $1.29M sold.

Daiwa SB Investments first reported a position in AMP in Q2 2013 and held it in 10 quarters. The position peaked at $16.2M in Q4 2013. 653 funds tracked by Wall St. Rank hold AMP as of Q4 2015.

  • Daiwa SB Investments reported no remaining Ameriprise Financial position as of Q4 2015 after selling out during the quarter.
  • Daiwa SB Investments sold 11,849 Ameriprise Financial shares in Q4 2015, an estimated $1.29M.
  • Daiwa SB Investments first reported a position in Ameriprise Financial in Q2 2013 and held it in 10 quarters.
  • Daiwa SB Investments's Ameriprise Financial position peaked at $16.2M in Q4 2013.
  • 653 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2015.

Based on Daiwa SB Investments's 13F filing for Q4 2015, filed 8 Jan 2016.