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Lloyds Banking Group’s Ameriprise Financial AMP Stock Holding History

Lloyds Banking Group’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
2014
Q4 		– Sell
-3,057
Closed -$377K – 79
2014
Q3 		$377K Sell
3,057
-659
-18% -$80.9K 0.1% 208
2014
Q2 		$445K Sell
3,716
-55,119
-94% -$6.17M 0.11% 196
2014
Q1 		$6.47M Sell
58,835
-6,864
-10% -$752K 0.06% 263
2013
Q4 		$7.56M Buy
65,699
+7,931
+14% +$819K 0.07% 235
2013
Q3 		$5.26M Sell
57,768
-2,251
-4% -$199K 0.05% 256
2013
Q2 		$4.85M Buy
+60,019
New +$4.67M 0.05% 255

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Lloyds Banking Group's AMP Position: Q4 2014 in Review

Lloyds Banking Group sold out of Ameriprise Financial (AMP) in Q4 2014, closing a stake of 3,057 shares — an estimated $377K sold.

Lloyds Banking Group first reported a position in AMP in Q2 2013 and held it in 6 quarters. The position peaked at $7.56M in Q4 2013. 640 funds tracked by Wall St. Rank hold AMP as of Q4 2014.

  • Lloyds Banking Group reported no remaining Ameriprise Financial position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 3,057 Ameriprise Financial shares in Q4 2014, an estimated $377K.
  • Lloyds Banking Group first reported a position in Ameriprise Financial in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Ameriprise Financial position peaked at $7.56M in Q4 2013.
  • 640 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.