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First Long Island Investors’s Ameriprise Financial AMP Stock Holding History

First Long Island Investors’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
-81,305
Closed -$9.35M – 54
2013
Q4 		$9.35M Sell
81,305
-590
-0.7% -$60.9K 2.37% 11
2013
Q3 		$7.46M Buy
81,895
+1,875
+2% +$166K 2.09% 15
2013
Q2 		$6.47M Buy
+80,020
New +$6.22M 2.04% 15

Other funds holding AMP

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

First Long Island Investors's AMP Position: Q1 2014 in Review

First Long Island Investors sold out of Ameriprise Financial (AMP) in Q1 2014, closing a stake of 81,305 shares — an estimated $9.35M sold.

First Long Island Investors first reported a position in AMP in Q2 2013 and held it in 3 quarters. The position peaked at $9.35M in Q4 2013. 594 funds tracked by Wall St. Rank hold AMP as of Q1 2014.

  • First Long Island Investors reported no remaining Ameriprise Financial position as of Q1 2014 after selling out during the quarter.
  • First Long Island Investors sold 81,305 Ameriprise Financial shares in Q1 2014, an estimated $9.35M.
  • First Long Island Investors first reported a position in Ameriprise Financial in Q2 2013 and held it in 3 quarters.
  • First Long Island Investors's Ameriprise Financial position peaked at $9.35M in Q4 2013.
  • 594 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2014.

Based on First Long Island Investors's 13F filing for Q1 2014, filed 15 Apr 2014.