GA
AMP icon

Geneva Advisors’s Ameriprise Financial AMP Stock Holding History

Geneva Advisors’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
Q2 		$249K Sell
1,960
-48
-2% -$6.09K ﹤0.01% 638
2017
Q1 		$260K Buy
2,008
+122
+6% +$15.1K ﹤0.01% 629
2016
Q4 		$209K Buy
+1,886
New +$199K ﹤0.01% 672
2016
Q2 		– Sell
-4,745
Closed -$446K – 722
2016
Q1 		$446K Sell
4,745
-1,317
-22% -$118K 0.01% 457
2015
Q4 		$645K Sell
6,062
-437,098
-99% -$48.8M 0.01% 367
2015
Q3 		$48.4M Sell
443,160
-158,545
-26% -$18.7M 0.98% 36
2015
Q2 		$75.2M Buy
601,705
+925
+0.2% +$118K 1.34% 24
2015
Q1 		$78.6M Buy
600,780
+6,336
+1% +$835K 1.42% 21
2014
Q4 		$78.6M Buy
594,444
+4,167
+0.7% +$527K 1.46% 18
2014
Q3 		$72.8M Buy
590,277
+8,057
+1% +$989K 1.37% 20
2014
Q2 		$69.9M Buy
582,220
+21,376
+4% +$2.39M 1.27% 19
2014
Q1 		$61.7M Buy
560,844
+3,669
+0.7% +$402K 1.13% 31
2013
Q4 		$64.1M Buy
557,175
+13,809
+3% +$1.43M 1.18% 31
2013
Q3 		$49.5M Buy
543,366
+140,697
+35% +$12.4M 1.03% 36
2013
Q2 		$32.6M Buy
+402,669
New +$31.3M 0.76% 50

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geneva Advisors's AMP Position: Q2 2017 in Review

Geneva Advisors reduced its Ameriprise Financial (AMP) stake by 2.4% in Q2 2017, selling an estimated $6.09K and leaving 1,960 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Geneva Advisors first reported a position in AMP in Q2 2013 and has held it in 15 quarters since. The position peaked at $78.6M in Q4 2014. 697 funds tracked by Wall St. Rank hold AMP as of Q2 2017.

  • Geneva Advisors held 1,960 shares of Ameriprise Financial worth $249K as of Q2 2017.
  • Geneva Advisors sold 48 Ameriprise Financial shares in Q2 2017, an estimated $6.09K.
  • Ameriprise Financial made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #638 holding.
  • Geneva Advisors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 15 quarters since.
  • Geneva Advisors's Ameriprise Financial position peaked at $78.6M in Q4 2014.
  • 697 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.