ERIM
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Eagle Ridge Investment Management’s Ameriprise Financial AMP Stock Holding History

Eagle Ridge Investment 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
2016
Q2 		– Sell
-2,130
Closed -$200K – 128
2016
Q1 		$200K Hold
2,130
– – 0.05% 122
2015
Q4 		$227K Buy
+2,130
New +$238K 0.05% 115

Other funds holding AMP

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Eagle Ridge Investment Management's AMP Position: Q2 2016 in Review

Eagle Ridge Investment Management sold out of Ameriprise Financial (AMP) in Q2 2016, closing a stake of 2,130 shares — an estimated $200K sold.

Eagle Ridge Investment Management first reported a position in AMP in Q4 2015 and held it in 2 quarters. The position peaked at $227K in Q4 2015. 631 funds tracked by Wall St. Rank hold AMP as of Q2 2016.

  • Eagle Ridge Investment Management reported no remaining Ameriprise Financial position as of Q2 2016 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 2,130 Ameriprise Financial shares in Q2 2016, an estimated $200K.
  • Eagle Ridge Investment Management first reported a position in Ameriprise Financial in Q4 2015 and held it in 2 quarters.
  • Eagle Ridge Investment Management's Ameriprise Financial position peaked at $227K in Q4 2015.
  • 631 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2016.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2016, filed 21 Jul 2016.