Kanaly Trust’s Ameriprise Financial AMP Stock Holding History

Kanaly Trust’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 Q4	$55K	Hold	495	–	–	0.01%	279
2016 Q3	$49K	Sell	495 -35	-7%	-$3.39K	0.01%	274
2016 Q2	$48K	Buy	530 +402	+314%	+$38.8K	0.01%	284
2016 Q1	$12K	Sell	128 -37	-22%	-$3.32K	﹤0.01%	520
2015 Q4	$18K	Buy	165 +3	+2%	+$335	﹤0.01%	448
2015 Q3	$18K	Sell	162 -77	-32%	-$9.08K	﹤0.01%	463
2015 Q2	$30K	Buy	239 +40	+20%	+$5.1K	0.01%	385
2015 Q1	$26K	Buy	199 +44	+28%	+$5.8K	0.01%	355
2014 Q4	$20K	Sell	155 -776	-83%	-$98.2K	﹤0.01%	380
2014 Q3	$115K	Hold	931	–	–	0.02%	219
2014 Q2	$112K	Hold	931	–	–	0.02%	228
2014 Q1	$102K	Buy	931 +131	+16%	+$14.3K	0.02%	239
2013 Q4	$92K	Buy	+800	New	+$82.6K	0.02%	245

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kanaly Trust's AMP Position: Q4 2016 in Review

Kanaly Trust held its Ameriprise Financial (AMP) position steady in Q4 2016 at 495 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #279.

Kanaly Trust first reported a position in AMP in Q4 2013 and has held it in 13 quarters since. The position peaked at $115K in Q3 2014. 663 funds tracked by Wall St. Rank hold AMP as of Q4 2016.

Kanaly Trust held 495 shares of Ameriprise Financial worth $55K as of Q4 2016.
Kanaly Trust left its Ameriprise Financial share count unchanged in Q4 2016.
Ameriprise Financial made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #279 holding.
Kanaly Trust first reported a position in Ameriprise Financial in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Ameriprise Financial position peaked at $115K in Q3 2014.
663 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.