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Monetta Financial Services’s Ameriprise Financial AMP Stock Holding History

Monetta Financial Services’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
-16,000
Closed -$1.97M – 57
2014
Q3 		$1.97M Hold
16,000
– – 1.04% 35
2014
Q2 		$1.92M Hold
16,000
– – 1.01% 38
2014
Q1 		$1.76M Hold
16,000
– – 0.95% 38
2013
Q4 		$1.84M Hold
16,000
– – 1.06% 40
2013
Q3 		$1.46M Buy
+16,000
New +$1.41M 1.13% 39

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Monetta Financial Services's AMP Position: Q4 2014 in Review

Monetta Financial Services sold out of Ameriprise Financial (AMP) in Q4 2014, closing a stake of 16,000 shares — an estimated $1.97M sold.

Monetta Financial Services first reported a position in AMP in Q3 2013 and held it in 5 quarters. The position peaked at $1.97M in Q3 2014. 640 funds tracked by Wall St. Rank hold AMP as of Q4 2014.

  • Monetta Financial Services reported no remaining Ameriprise Financial position as of Q4 2014 after selling out during the quarter.
  • Monetta Financial Services sold 16,000 Ameriprise Financial shares in Q4 2014, an estimated $1.97M.
  • Monetta Financial Services first reported a position in Ameriprise Financial in Q3 2013 and held it in 5 quarters.
  • Monetta Financial Services's Ameriprise Financial position peaked at $1.97M in Q3 2014.
  • 640 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2014.

Based on Monetta Financial Services's 13F filing for Q4 2014, filed 27 Jan 2015.