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EFG Asset Management (Americas)’s Ameriprise Financial AMP Stock Holding History

EFG Asset Management (Americas)’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
Q4 		– Sell
-3,066
Closed -$464K – 130
2017
Q3 		$464K Sell
3,066
-15,589
-84% -$2.18M 0.18% 95
2017
Q2 		$2.42M Buy
18,655
+121
+0.7% +$15.4K 0.91% 30
2017
Q1 		$2.46M Sell
18,534
-6,159
-25% -$762K 0.95% 25
2016
Q4 		$2.82M Sell
24,693
-7,799
-24% -$824K 1.23% 26
2016
Q3 		$3.31M Sell
32,492
-7,680
-19% -$744K 1.4% 26
2016
Q2 		$3.66M Buy
40,172
+5,083
+14% +$491K 1.73% 19
2016
Q1 		$3.33M Buy
35,089
+6,500
+23% +$583K 1.67% 20
2015
Q4 		$2.83M Buy
28,589
+5,953
+26% +$665K 1.75% 13
2015
Q3 		$2.51M Buy
22,636
+8,264
+58% +$975K 1.56% 13
2015
Q2 		$1.82M Buy
14,372
+3,265
+29% +$416K 1.12% 15
2015
Q1 		$1.49M Buy
11,107
+4,533
+69% +$597K 1.16% 12
2014
Q4 		$876K Buy
6,574
+4,451
+210% +$563K 0.53% 22
2014
Q3 		$264K Buy
+2,123
New +$261K 0.26% 19

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

EFG Asset Management (Americas)'s AMP Position: Q4 2017 in Review

EFG Asset Management (Americas) sold out of Ameriprise Financial (AMP) in Q4 2017, closing a stake of 3,066 shares — an estimated $464K sold.

EFG Asset Management (Americas) first reported a position in AMP in Q3 2014 and held it in 13 quarters. The position peaked at $3.66M in Q2 2016. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

  • EFG Asset Management (Americas) reported no remaining Ameriprise Financial position as of Q4 2017 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 3,066 Ameriprise Financial shares in Q4 2017, an estimated $464K.
  • EFG Asset Management (Americas) first reported a position in Ameriprise Financial in Q3 2014 and held it in 13 quarters.
  • EFG Asset Management (Americas)'s Ameriprise Financial position peaked at $3.66M in Q2 2016.
  • 817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2017, filed 7 Feb 2018.