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IKOS CIF’s Ameriprise Financial AMP Stock Holding History

IKOS CIF’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 		– Sell
-5,014
Closed -$429K – 138
2016
Q2 		$429K Buy
+5,014
New +$484K 1.48% 29
2015
Q2 		– Sell
-2,763
Closed -$369K – 222
2015
Q1 		$369K Buy
+2,763
New +$364K 0.85% 25
2014
Q2 		– Sell
-3,884
Closed -$439K – 203
2014
Q1 		$439K Buy
3,884
+3,427
+750% +$375K 0.66% 30
2013
Q4 		$50K Sell
457
-3,238
-88% -$334K 0.13% 162
2013
Q3 		$336K Sell
3,695
-476
-11% -$42K 0.41% 83
2013
Q2 		$333K Buy
+4,171
New +$324K 0.62% 64

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $935B AUM
State Street
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
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IKOS CIF's AMP Position: Q3 2016 in Review

IKOS CIF sold out of Ameriprise Financial (AMP) in Q3 2016, closing a stake of 5,014 shares — an estimated $429K sold.

IKOS CIF first reported a position in AMP in Q2 2013 and held it in 6 quarters. The position peaked at $439K in Q1 2014. 631 funds tracked by Wall St. Rank hold AMP as of Q3 2016.

  • IKOS CIF reported no remaining Ameriprise Financial position as of Q3 2016 after selling out during the quarter.
  • IKOS CIF sold 5,014 Ameriprise Financial shares in Q3 2016, an estimated $429K.
  • IKOS CIF first reported a position in Ameriprise Financial in Q2 2013 and held it in 6 quarters.
  • IKOS CIF's Ameriprise Financial position peaked at $439K in Q1 2014.
  • 631 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2016.

Based on IKOS CIF's 13F filing for Q3 2016, filed 10 Nov 2016.