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Moody Lynn & Lieberson’s Ameriprise Financial AMP Stock Holding History

Moody Lynn & Lieberson’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
Q1 		– Sell
-14,525
Closed -$1.67M – 195
2013
Q4 		$1.67M Buy
+14,525
New +$1.5M 0.23% 103

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Moody Lynn & Lieberson's AMP Position: Q1 2014 in Review

Moody Lynn & Lieberson sold out of Ameriprise Financial (AMP) in Q1 2014, closing a stake of 14,525 shares — an estimated $1.67M sold.

Moody Lynn & Lieberson first reported a position in AMP in Q4 2013 and held it in 1 quarter. The position peaked at $1.67M in Q4 2013. 594 funds tracked by Wall St. Rank hold AMP as of Q1 2014.

  • Moody Lynn & Lieberson reported no remaining Ameriprise Financial position as of Q1 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 14,525 Ameriprise Financial shares in Q1 2014, an estimated $1.67M.
  • Moody Lynn & Lieberson first reported a position in Ameriprise Financial in Q4 2013 and held it in 1 quarter.
  • Moody Lynn & Lieberson's Ameriprise Financial position peaked at $1.67M in Q4 2013.
  • 594 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2014, filed 30 Apr 2014.