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MSI Financial Services’s Ameriprise Financial AMP Stock Holding History

MSI 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
2016
Q4 		$526K Sell
4,739
-450
-9% -$47.5K 0.02% 681
2016
Q3 		$518K Sell
5,189
-40
-0.8% -$3.88K 0.02% 662
2016
Q2 		$470K Buy
5,229
+1,199
+30% +$116K 0.02% 660
2016
Q1 		$379K Sell
4,030
-494
-11% -$44.3K 0.02% 704
2015
Q4 		$481K Buy
4,524
+3,695
+446% +$413K 0.02% 572
2015
Q3 		$90K Buy
829
+141
+20% +$16.6K 0.01% 968
2015
Q2 		$86K Buy
688
+126
+22% +$16.1K 0.01% 1056
2015
Q1 		$74K Buy
562
+5
+0.9% +$659 0.01% 1124
2014
Q4 		$74K Sell
557
-51
-8% -$6.45K 0.01% 918
2014
Q3 		$75K Sell
608
-34
-5% -$4.17K 0.01% 914
2014
Q2 		$77K Buy
642
+20
+3% +$2.24K 0.01% 903
2014
Q1 		$68K Sell
622
-38
-6% -$4.16K 0.01% 908
2013
Q4 		$76K Buy
660
+161
+32% +$16.6K 0.01% 845
2013
Q3 		$45K Buy
499
+183
+58% +$16.2K 0.01% 907
2013
Q2 		$26K Buy
+316
New +$24.6K 0.01% 1128

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MSI Financial Services's AMP Position: Q4 2016 in Review

MSI Financial Services reduced its Ameriprise Financial (AMP) stake by 8.7% in Q4 2016, selling an estimated $47.5K and leaving 4,739 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #681.

MSI Financial Services first reported a position in AMP in Q2 2013 and has held it in 15 quarters since. 663 funds tracked by Wall St. Rank hold AMP as of Q4 2016.

  • MSI Financial Services held 4,739 shares of Ameriprise Financial worth $526K as of Q4 2016.
  • MSI Financial Services sold 450 Ameriprise Financial shares in Q4 2016, an estimated $47.5K.
  • Ameriprise Financial made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #681 holding.
  • MSI Financial Services first reported a position in Ameriprise Financial in Q2 2013 and has held it in 15 quarters since.
  • 663 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.