GA
Geneva Advisors’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $249K | Sell |
1,960
-48
| -2% | -$6.1K | ﹤0.01% | 638 |
|
|
2017
Q1 | $260K | Buy |
2,008
+122
| +6% | +$15.8K | ﹤0.01% | 629 |
|
|
2016
Q4 | $209K | Buy |
+1,886
| New | +$209K | ﹤0.01% | 672 |
|
|
2016
Q2 | – | Sell |
-4,745
| Closed | -$446K | – | 722 |
|
|
2016
Q1 | $446K | Sell |
4,745
-1,317
| -22% | -$124K | 0.01% | 457 |
|
|
2015
Q4 | $645K | Sell |
6,062
-437,098
| -99% | -$46.5M | 0.01% | 367 |
|
|
2015
Q3 | $48.4M | Sell |
443,160
-158,545
| -26% | -$17.3M | 0.98% | 36 |
|
|
2015
Q2 | $75.2M | Buy |
601,705
+925
| +0.2% | +$116K | 1.34% | 24 |
|
|
2015
Q1 | $78.6M | Buy |
600,780
+6,336
| +1% | +$829K | 1.42% | 21 |
|
|
2014
Q4 | $78.6M | Buy |
594,444
+4,167
| +0.7% | +$551K | 1.46% | 18 |
|
|
2014
Q3 | $72.8M | Buy |
590,277
+8,057
| +1% | +$994K | 1.37% | 20 |
|
|
2014
Q2 | $69.9M | Buy |
582,220
+21,376
| +4% | +$2.57M | 1.27% | 19 |
|
|
2014
Q1 | $61.7M | Buy |
560,844
+3,669
| +0.7% | +$404K | 1.13% | 31 |
|
|
2013
Q4 | $64.1M | Buy |
557,175
+13,809
| +3% | +$1.59M | 1.18% | 31 |
|
|
2013
Q3 | $49.5M | Buy |
543,366
+140,697
| +35% | +$12.8M | 1.03% | 36 |
|
|
2013
Q2 | $32.6M | Buy |
+402,669
| New | +$32.6M | 0.76% | 50 |
|