DSA
AMP icon

Davis Selected Advisers’s Ameriprise Financial AMP Stock Holding History

Davis Selected Advisers’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
2014
Q1 		– Sell
-2,986,588
Closed -$344M – 176
2013
Q4 		$344M Sell
2,986,588
-129,001
-4% -$13.3M 0.84% 34
2013
Q3 		$284M Sell
3,115,589
-3,498
-0.1% -$309K 0.74% 38
2013
Q2 		$252M Buy
+3,119,087
New +$242M 0.64% 40

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Davis Selected Advisers's AMP Position: Q1 2014 in Review

Davis Selected Advisers sold out of Ameriprise Financial (AMP) in Q1 2014, closing a stake of 2,986,588 shares — an estimated $344M sold.

Davis Selected Advisers first reported a position in AMP in Q2 2013 and held it in 3 quarters. The position peaked at $344M in Q4 2013. 594 funds tracked by Wall St. Rank hold AMP as of Q1 2014.

  • Davis Selected Advisers reported no remaining Ameriprise Financial position as of Q1 2014 after selling out during the quarter.
  • Davis Selected Advisers sold 2,986,588 Ameriprise Financial shares in Q1 2014, an estimated $344M.
  • Davis Selected Advisers first reported a position in Ameriprise Financial in Q2 2013 and held it in 3 quarters.
  • Davis Selected Advisers's Ameriprise Financial position peaked at $344M in Q4 2013.
  • 594 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2014.

Based on Davis Selected Advisers's 13F filing for Q1 2014, filed 13 May 2014.