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Mountain Capital Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-477
Closed -$71K – 55
2017
Q3 		$71K Hold
477
– – 0.06% 89
2017
Q2 		$61K Buy
+477
New +$60.6K 0.06% 113

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Mountain Capital Investment Advisors's AMP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Ameriprise Financial (AMP) in Q4 2017, closing a stake of 477 shares — an estimated $71K sold.

Mountain Capital Investment Advisors first reported a position in AMP in Q2 2017 and held it in 2 quarters. The position peaked at $71K in Q3 2017. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Ameriprise Financial position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 477 Ameriprise Financial shares in Q4 2017, an estimated $71K.
  • Mountain Capital Investment Advisors first reported a position in Ameriprise Financial in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Ameriprise Financial position peaked at $71K in Q3 2017.
  • 817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.