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LBA Wealth Management’s Ameriprise Financial AMP Stock Holding History

LBA Wealth 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
2017
Q1 		$535K Buy
4,125
+400
+11% +$49.5K 0.28% 64
2016
Q4 		$413K Buy
3,725
+75
+2% +$7.92K 0.23% 74
2016
Q3 		$364K Buy
3,650
+190
+5% +$18.4K 0.21% 80
2016
Q2 		$311K Sell
3,460
-185
-5% -$17.9K 0.17% 87
2016
Q1 		$343K Buy
3,645
+420
+13% +$37.7K 0.2% 83
2015
Q4 		$343K Buy
3,225
+250
+8% +$27.9K 0.2% 89
2015
Q3 		$325K Buy
2,975
+160
+6% +$18.9K 0.2% 84
2015
Q2 		$352K Buy
2,815
+150
+6% +$19.1K 0.22% 76
2015
Q1 		$349K Buy
2,665
+550
+26% +$72.5K 0.22% 77
2014
Q4 		$280K Buy
2,115
+785
+59% +$99.3K 0.19% 81
2014
Q3 		$164K Buy
1,330
+115
+9% +$14.1K 0.11% 98
2014
Q2 		$146K Buy
1,215
+50
+4% +$5.59K 0.12% 105
2014
Q1 		$128K Buy
1,165
+140
+14% +$15.3K 0.1% 114
2013
Q4 		$118K Buy
+1,025
New +$106K 0.1% 114

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

LBA Wealth Management's AMP Position: Q1 2017 in Review

LBA Wealth Management increased its Ameriprise Financial (AMP) stake by 11% in Q1 2017, buying an estimated $49.5K and bringing the position to 4,125 shares worth $535K. The position accounts for 0.28% of the portfolio, ranked #64.

LBA Wealth Management first reported a position in AMP in Q4 2013 and has held it in 14 quarters since. 678 funds tracked by Wall St. Rank hold AMP as of Q1 2017.

  • LBA Wealth Management held 4,125 shares of Ameriprise Financial worth $535K as of Q1 2017.
  • LBA Wealth Management bought 400 Ameriprise Financial shares in Q1 2017, an estimated $49.5K.
  • Ameriprise Financial made up 0.28% of LBA Wealth Management's portfolio in Q1 2017, its #64 holding.
  • LBA Wealth Management first reported a position in Ameriprise Financial in Q4 2013 and has held it in 14 quarters since.
  • 678 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.