Guardian Investor Services’s Ameriprise Financial AMP Stock Holding History

Guardian Investor Services’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
2015 Q1	$165K	Sell	1,261 -16	-1%	-$2.11K	0.13%	189
2014 Q4	$169K	Sell	1,277 -51	-4%	-$6.45K	0.13%	185
2014 Q3	$164K	Sell	1,328 -92	-6%	-$11.3K	0.13%	186
2014 Q2	$170K	Sell	1,420 -81	-5%	-$9.06K	0.13%	186
2014 Q1	$165K	Sell	1,501 -85	-5%	-$9.31K	0.13%	194
2013 Q4	$182K	Sell	1,586 -29	-2%	-$3K	0.14%	177
2013 Q3	$147K	Sell	1,615 -38	-2%	-$3.36K	0.12%	194
2013 Q2	$134K	Buy	+1,653	New	+$128K	0.12%	207

Other funds holding AMP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BIT

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Guardian Investor Services's AMP Position: Q1 2015 in Review

Guardian Investor Services reduced its Ameriprise Financial (AMP) stake by 1.3% in Q1 2015, selling an estimated $2.11K and leaving 1,261 shares worth $165K. The position accounts for 0.13% of the portfolio, ranked #189.

Guardian Investor Services first reported a position in AMP in Q2 2013 and has held it in 8 quarters since. The position peaked at $182K in Q4 2013. 680 funds tracked by Wall St. Rank hold AMP as of Q1 2015.

Guardian Investor Services held 1,261 shares of Ameriprise Financial worth $165K as of Q1 2015.
Guardian Investor Services sold 16 Ameriprise Financial shares in Q1 2015, an estimated $2.11K.
Ameriprise Financial made up 0.13% of Guardian Investor Services's portfolio in Q1 2015, its #189 holding.
Guardian Investor Services first reported a position in Ameriprise Financial in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Ameriprise Financial position peaked at $182K in Q4 2013.
680 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.