GWM
AMP icon

Gupta Wealth Management’s Ameriprise Financial AMP Stock Holding History

Gupta Wealth Management’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
Q1 		$12K Sell
128
-500
-80% -$44.8K ﹤0.01% 821
2015
Q4 		$67K Buy
628
+500
+391% +$55.9K 0.02% 385
2015
Q3 		$14K Hold
128
– – ﹤0.01% 804
2015
Q2 		$16K Buy
128
+88
+220% +$11.2K ﹤0.01% 780
2015
Q1 		$5K Buy
+40
New +$5.27K ﹤0.01% 884

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Gupta Wealth Management's AMP Position: Q1 2016 in Review

Gupta Wealth Management reduced its Ameriprise Financial (AMP) stake by 80% in Q1 2016, selling an estimated $44.8K and leaving 128 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Gupta Wealth Management first reported a position in AMP in Q1 2015 and has held it in 5 quarters since. The position peaked at $67K in Q4 2015. 613 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

  • Gupta Wealth Management held 128 shares of Ameriprise Financial worth $12K as of Q1 2016.
  • Gupta Wealth Management sold 500 Ameriprise Financial shares in Q1 2016, an estimated $44.8K.
  • Ameriprise Financial made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #821 holding.
  • Gupta Wealth Management first reported a position in Ameriprise Financial in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Ameriprise Financial position peaked at $67K in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.