KAM
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Kokusai Asset Management’s Ameriprise Financial AMP Stock Holding History

Kokusai Asset Management’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
Q2 		$1.2M Sell
9,580
-600
-6% -$76.5K 1.1% 25
2015
Q1 		$1.33M Sell
10,180
-800
-7% -$105K 1.39% 27
2014
Q4 		$1.45M Sell
10,980
-2,100
-16% -$266K 2.21% 24
2014
Q3 		$1.61M Buy
+13,080
New +$1.6M 2.39% 23

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Kokusai Asset Management's AMP Position: Q2 2015 in Review

Kokusai Asset Management reduced its Ameriprise Financial (AMP) stake by 5.9% in Q2 2015, selling an estimated $76.5K and leaving 9,580 shares worth $1.2M. The position accounts for 1.1% of the portfolio, ranked #25.

Kokusai Asset Management first reported a position in AMP in Q3 2014 and has held it in 4 quarters since. The position peaked at $1.61M in Q3 2014. 666 funds tracked by Wall St. Rank hold AMP as of Q2 2015.

  • Kokusai Asset Management held 9,580 shares of Ameriprise Financial worth $1.2M as of Q2 2015.
  • Kokusai Asset Management sold 600 Ameriprise Financial shares in Q2 2015, an estimated $76.5K.
  • Ameriprise Financial made up 1.1% of Kokusai Asset Management's portfolio in Q2 2015, its #25 holding.
  • Kokusai Asset Management first reported a position in Ameriprise Financial in Q3 2014 and has held it in 4 quarters since.
  • Kokusai Asset Management's Ameriprise Financial position peaked at $1.61M in Q3 2014.
  • 666 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2015.

Based on Kokusai Asset Management's 13F filing for Q2 2015, filed 24 Jul 2015.