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Lupo Securities’s Ameriprise Financial AMP Stock Holding History

Lupo Securities’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 		– Sell
-54
Closed -$19K – 122
2015
Q1 		$19K Buy
54
+22
+69% +$2.9K 0.03% 233
2014
Q4 		$25.3K Buy
+32
New +$4.05K 0.01% 240

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

Lupo Securities's AMP Position: Q2 2015 in Review

Lupo Securities sold out of Ameriprise Financial (AMP) in Q2 2015, closing a stake of 4,076 shares — an estimated $533K sold.

Lupo Securities first reported a position in AMP in Q4 2014 and held it in 2 quarters. The position peaked at $683K in Q4 2014. 665 funds tracked by Wall St. Rank hold AMP as of Q2 2015.

  • Lupo Securities reported no remaining Ameriprise Financial position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 4,076 Ameriprise Financial shares in Q2 2015, an estimated $533K.
  • Lupo Securities first reported a position in Ameriprise Financial in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Ameriprise Financial position peaked at $683K in Q4 2014.
  • 665 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.