ECM
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Endex Capital Management’s Ameriprise Financial AMP Stock Holding History

Endex Capital 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
2013
Q4 		$238K Hold
2,066
– – 0.22% 116
2013
Q3 		$188K Hold
2,066
– – 0.19% 132
2013
Q2 		$167K Buy
+2,066
New +$161K 0.18% 149

Other funds holding AMP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Endex Capital Management's AMP Position: Q4 2013 in Review

Endex Capital Management held its Ameriprise Financial (AMP) position steady in Q4 2013 at 2,066 shares worth $238K. The position accounts for 0.22% of the portfolio, ranked #116.

Endex Capital Management first reported a position in AMP in Q2 2013 and has held it in 3 quarters since. 581 funds tracked by Wall St. Rank hold AMP as of Q4 2013.

  • Endex Capital Management held 2,066 shares of Ameriprise Financial worth $238K as of Q4 2013.
  • Endex Capital Management left its Ameriprise Financial share count unchanged in Q4 2013.
  • Ameriprise Financial made up 0.22% of Endex Capital Management's portfolio in Q4 2013, its #116 holding.
  • Endex Capital Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 3 quarters since.
  • 581 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.