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McKinley Capital Management’s Ameriprise Financial AMP Stock Holding History

McKinley Capital 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
Q2 		– Sell
-960
Closed -$124K – 460
2017
Q1 		$124K Buy
+960
New +$119K ﹤0.01% 381
2016
Q1 		– Sell
-292,162
Closed -$31.1M – 343
2015
Q4 		$31.1M Buy
292,162
+40,769
+16% +$4.56M 1.44% 18
2015
Q3 		$27.4M Sell
251,393
-517
-0.2% -$61K 1.33% 23
2015
Q2 		$31.5M Sell
251,910
-20,479
-8% -$2.61M 1.35% 16
2015
Q1 		$35.6M Sell
272,389
-12,000
-4% -$1.58M 1.43% 16
2014
Q4 		$37.6M Buy
284,389
+995
+0.4% +$126K 1.51% 13
2014
Q3 		$35M Sell
283,394
-14,852
-5% -$1.82M 1.54% 15
2014
Q2 		$35.8M Sell
298,246
-19,643
-6% -$2.2M 1.47% 20
2014
Q1 		$35M Sell
317,889
-21,804
-6% -$2.39M 1.47% 18
2013
Q4 		$39.1M Buy
339,693
+2,822
+0.8% +$291K 1.53% 14
2013
Q3 		$30.7M Sell
336,871
-2,867
-0.8% -$253K 1.34% 26
2013
Q2 		$27.5M Buy
+339,738
New +$26.4M 1.38% 24

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

McKinley Capital Management's AMP Position: Q2 2017 in Review

McKinley Capital Management sold out of Ameriprise Financial (AMP) in Q2 2017, closing a stake of 960 shares — an estimated $124K sold.

McKinley Capital Management first reported a position in AMP in Q2 2013 and held it in 12 quarters. The position peaked at $39.1M in Q4 2013. 697 funds tracked by Wall St. Rank hold AMP as of Q2 2017.

  • McKinley Capital Management reported no remaining Ameriprise Financial position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 960 Ameriprise Financial shares in Q2 2017, an estimated $124K.
  • McKinley Capital Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 12 quarters.
  • McKinley Capital Management's Ameriprise Financial position peaked at $39.1M in Q4 2013.
  • 697 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.