Gerald L. Ray & Associates’s Ameriprise Financial AMP Stock Holding History

Gerald L. Ray & Associates’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 Q3	$252K	Hold	1,695	–	–	0.03%	295
2017 Q2	$216K	Hold	1,695	–	–	0.03%	306
2017 Q1	$220K	Buy	+1,695	New	+$210K	0.03%	303
2015 Q3	–	Sell	-1,762	Closed	-$220K	–	297
2015 Q2	$220K	Hold	1,762	–	–	0.03%	290
2015 Q1	$231K	Sell	1,762 -35	-2%	-$4.61K	0.03%	280
2014 Q4	$238K	Hold	1,797	–	–	0.04%	270
2014 Q3	$222K	Buy	1,797 +102	+6%	+$12.5K	0.04%	277
2014 Q2	$203K	Buy	+1,695	New	+$190K	0.03%	292

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Gerald L. Ray & Associates's AMP Position: Q3 2017 in Review

Gerald L. Ray & Associates held its Ameriprise Financial (AMP) position steady in Q3 2017 at 1,695 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #295.

Gerald L. Ray & Associates first reported a position in AMP in Q2 2014 and has held it in 8 quarters since. 724 funds tracked by Wall St. Rank hold AMP as of Q3 2017.

Gerald L. Ray & Associates held 1,695 shares of Ameriprise Financial worth $252K as of Q3 2017.
Gerald L. Ray & Associates left its Ameriprise Financial share count unchanged in Q3 2017.
Ameriprise Financial made up 0.03% of Gerald L. Ray & Associates's portfolio in Q3 2017, its #295 holding.
Gerald L. Ray & Associates first reported a position in Ameriprise Financial in Q2 2014 and has held it in 8 quarters since.
724 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2017.

Based on Gerald L. Ray & Associates's 13F filing for Q3 2017, filed 31 Oct 2017.