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Jackson Grant Investment Advisers’s Ameriprise Financial AMP Stock Holding History

Jackson Grant Investment Advisers’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 		– Sell
-233
Closed -$25K – 162
2015
Q4 		$25K Buy
+233
New +$26K 0.02% 138

Other funds holding AMP

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jackson Grant Investment Advisers's AMP Position: Q1 2016 in Review

Jackson Grant Investment Advisers sold out of Ameriprise Financial (AMP) in Q1 2016, closing a stake of 233 shares — an estimated $25K sold.

Jackson Grant Investment Advisers first reported a position in AMP in Q4 2015 and held it in 1 quarter. The position peaked at $25K in Q4 2015. 611 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

  • Jackson Grant Investment Advisers reported no remaining Ameriprise Financial position as of Q1 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 233 Ameriprise Financial shares in Q1 2016, an estimated $25K.
  • Jackson Grant Investment Advisers first reported a position in Ameriprise Financial in Q4 2015 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Ameriprise Financial position peaked at $25K in Q4 2015.
  • 611 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2016, filed 4 Aug 2016.