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Horizon Investment Services’s Ameriprise Financial AMP Stock Holding History

Horizon Investment 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
Q3 		– Sell
-47,543
Closed -$5.94M – 112
2015
Q2 		$5.94M Buy
47,543
+2,397
+5% +$306K 2.38% 12
2015
Q1 		$5.91M Buy
45,146
+7,426
+20% +$978K 2.45% 10
2014
Q4 		$4.99M Buy
37,720
+3,680
+11% +$466K 2.36% 11
2014
Q3 		$4.2M Buy
34,040
+9,161
+37% +$1.12M 2.13% 16
2014
Q2 		$2.98M Buy
+24,879
New +$2.78M 1.45% 31

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Horizon Investment Services's AMP Position: Q3 2015 in Review

Horizon Investment Services sold out of Ameriprise Financial (AMP) in Q3 2015, closing a stake of 47,543 shares — an estimated $5.94M sold.

Horizon Investment Services first reported a position in AMP in Q2 2014 and held it in 5 quarters. The position peaked at $5.94M in Q2 2015. 614 funds tracked by Wall St. Rank hold AMP as of Q3 2015.

  • Horizon Investment Services reported no remaining Ameriprise Financial position as of Q3 2015 after selling out during the quarter.
  • Horizon Investment Services sold 47,543 Ameriprise Financial shares in Q3 2015, an estimated $5.94M.
  • Horizon Investment Services first reported a position in Ameriprise Financial in Q2 2014 and held it in 5 quarters.
  • Horizon Investment Services's Ameriprise Financial position peaked at $5.94M in Q2 2015.
  • 614 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2015.

Based on Horizon Investment Services's 13F filing for Q3 2015, filed 13 Nov 2015.