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Equitec Specialists’s Ameriprise Financial AMP Stock Holding History

Equitec Specialists’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
Q1 		– Sell
-605
Closed -$64K – 110
2015
Q4 		$64K Buy
+605
New +$67.6K 0.02% 90

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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 $304B AUM 35.64% 1-Year Est. Return

Equitec Specialists's AMP Position: Q1 2016 in Review

Equitec Specialists sold out of Ameriprise Financial (AMP) in Q1 2016, closing a stake of 605 shares — an estimated $64K sold.

Equitec Specialists first reported a position in AMP in Q4 2015 and held it in 1 quarter. The position peaked at $64K in Q4 2015. 613 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

  • Equitec Specialists reported no remaining Ameriprise Financial position as of Q1 2016 after selling out during the quarter.
  • Equitec Specialists sold 605 Ameriprise Financial shares in Q1 2016, an estimated $64K.
  • Equitec Specialists first reported a position in Ameriprise Financial in Q4 2015 and held it in 1 quarter.
  • Equitec Specialists's Ameriprise Financial position peaked at $64K in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on Equitec Specialists's 13F filing for Q1 2016, filed 29 Apr 2016.