Gerstein Fisher’s Ameriprise Financial AMP Stock Holding History

Gerstein Fisher’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 Q3	$1.04M	Buy	10,401 +90	+0.9%	+$8.72K	0.13%	150
2016 Q2	$926K	Sell	10,311 -254	-2%	-$24.5K	0.12%	156
2016 Q1	$993K	Sell	10,565 -443	-4%	-$39.7K	0.14%	139
2015 Q4	$1.17M	Sell	11,008 -286	-3%	-$32K	0.16%	126
2015 Q3	$1.23M	Sell	11,294 -32,560	-74%	-$3.84M	0.18%	113
2015 Q2	$5.48M	Sell	43,854 -280	-0.6%	-$35.7K	0.89%	14
2015 Q1	$5.77M	Buy	44,134 +175	+0.4%	+$23.1K	0.95%	14
2014 Q4	$5.81M	Sell	43,959 -503	-1%	-$63.6K	0.95%	14
2014 Q3	$5.49M	Buy	44,462 +486	+1%	+$59.6K	0.96%	14
2014 Q2	$5.28M	Buy	43,976 +53	+0.1%	+$5.93K	1%	12
2014 Q1	$4.83M	Sell	43,923 -15,641	-26%	-$1.71M	0.97%	13
2013 Q4	$35.2M	Buy	+59,564	New	+$6.15M	1.31%	9

Other funds holding AMP

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

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

Norges Bank Oslo, Norway $935B AUM

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Gerstein Fisher's AMP Position: Q3 2016 in Review

Gerstein Fisher increased its Ameriprise Financial (AMP) stake by 0.87% in Q3 2016, buying an estimated $8.72K and bringing the position to 10,401 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #150.

Gerstein Fisher first reported a position in AMP in Q4 2013 and has held it in 12 quarters since. The position peaked at $35.2M in Q4 2013. 632 funds tracked by Wall St. Rank hold AMP as of Q3 2016.

Gerstein Fisher held 10,401 shares of Ameriprise Financial worth $1.04M as of Q3 2016.
Gerstein Fisher bought 90 Ameriprise Financial shares in Q3 2016, an estimated $8.72K.
Ameriprise Financial made up 0.13% of Gerstein Fisher's portfolio in Q3 2016, its #150 holding.
Gerstein Fisher first reported a position in Ameriprise Financial in Q4 2013 and has held it in 12 quarters since.
Gerstein Fisher's Ameriprise Financial position peaked at $35.2M in Q4 2013.
632 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.