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Dana Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Dana Investment 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
2017
Q1 		– Sell
-88,457
Closed -$9.81M – 282
2016
Q4 		$9.81M Sell
88,457
-206,421
-70% -$21.8M 0.46% 68
2016
Q3 		$29.4M Sell
294,878
-24,182
-8% -$2.34M 1.41% 22
2016
Q2 		$28.7M Buy
319,060
+15,092
+5% +$1.46M 1.27% 32
2016
Q1 		$28.6M Buy
303,968
+271,956
+850% +$24.4M 1.29% 31
2015
Q4 		$32K Sell
32,012
-288,823
-90% -$32.3M 1.55% 19
2015
Q3 		$35M Buy
320,835
+9,949
+3% +$1.17M 1.65% 11
2015
Q2 		$38.8M Buy
310,886
+15,610
+5% +$1.99M 1.82% 7
2015
Q1 		$38.6M Sell
295,276
-54,970
-16% -$7.24M 1.88% 7
2014
Q4 		$46.3M Buy
350,246
+127,204
+57% +$16.1M 1.87% 8
2014
Q3 		$27.5M Buy
223,042
+5,417
+2% +$665K 1.59% 12
2014
Q2 		$26.1M Buy
217,625
+8,753
+4% +$979K 1.53% 17
2014
Q1 		$23M Buy
208,872
+172,899
+481% +$18.9M 1.44% 19
2013
Q4 		$4.14M Buy
35,973
+5,829
+19% +$602K 0.27% 93
2013
Q3 		$2.75M Sell
30,144
-566
-2% -$50K 0.2% 97
2013
Q2 		$2.48M Buy
+30,710
New +$2.39M 0.19% 104

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Dana Investment Advisors's AMP Position: Q1 2017 in Review

Dana Investment Advisors sold out of Ameriprise Financial (AMP) in Q1 2017, closing a stake of 88,457 shares — an estimated $9.81M sold.

Dana Investment Advisors first reported a position in AMP in Q2 2013 and held it in 15 quarters. The position peaked at $46.3M in Q4 2014. 678 funds tracked by Wall St. Rank hold AMP as of Q1 2017.

  • Dana Investment Advisors reported no remaining Ameriprise Financial position as of Q1 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 88,457 Ameriprise Financial shares in Q1 2017, an estimated $9.81M.
  • Dana Investment Advisors first reported a position in Ameriprise Financial in Q2 2013 and held it in 15 quarters.
  • Dana Investment Advisors's Ameriprise Financial position peaked at $46.3M in Q4 2014.
  • 678 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2017.

Based on Dana Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.