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Independent Portfolio Consultants’s Ameriprise Financial AMP Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-39
Closed -$4K – 803
2016
Q4 		$4K Sell
39
-736
-95% -$77.7K ﹤0.01% 734
2016
Q3 		$77K Sell
775
-120
-13% -$11.6K 0.02% 479
2016
Q2 		$80K Sell
895
-135
-13% -$13K 0.03% 479
2016
Q1 		$97K Buy
+1,030
New +$92.3K 0.03% 477
2015
Q2 		– Sell
-32
Closed -$4K – 868
2015
Q1 		$4K Buy
+32
New +$4.21K ﹤0.01% 775
2014
Q3 		– Sell
-771
Closed -$93K – 826
2014
Q2 		$93K Buy
+771
New +$86.2K 0.03% 539

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Independent Portfolio Consultants's AMP Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Ameriprise Financial (AMP) in Q1 2017, closing a stake of 39 shares — an estimated $4K sold.

Independent Portfolio Consultants first reported a position in AMP in Q2 2014 and held it in 6 quarters. The position peaked at $97K in Q1 2016. 678 funds tracked by Wall St. Rank hold AMP as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Ameriprise Financial position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 39 Ameriprise Financial shares in Q1 2017, an estimated $4K.
  • Independent Portfolio Consultants first reported a position in Ameriprise Financial in Q2 2014 and held it in 6 quarters.
  • Independent Portfolio Consultants's Ameriprise Financial position peaked at $97K in Q1 2016.
  • 678 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.