MU Investments Company’s Ameriprise Financial AMP Stock Holding History

MU Investments Company’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	–	Sell	-38,900	Closed	-$3.79M	–	172
2016 Q3	$3.79M	Hold	38,900	–	–	2.78%	23
2016 Q2	$3.46M	Hold	38,900	–	–	2.34%	26
2016 Q1	$3.72M	Hold	38,900	–	–	2.35%	23
2015 Q4	$4.19M	Buy	38,900 +320	+0.8%	+$35.8K	2.49%	17
2015 Q3	$4.11M	Hold	38,580	–	–	2.22%	12
2015 Q2	$4.78M	Buy	38,580 +4,200	+12%	+$535K	2.27%	8
2015 Q1	$4.5M	Sell	34,380 -2,600	-7%	-$343K	2.1%	13
2014 Q4	$5M	Buy	36,980 +34,300	+1,280%	+$4.34M	2.17%	8
2014 Q3	$331K	Hold	2,680	–	–	0.16%	114
2014 Q2	$321K	Hold	2,680	–	–	0.15%	154
2014 Q1	$292K	Hold	2,680	–	–	0.14%	183
2013 Q4	$305K	Hold	2,680	–	–	0.13%	190
2013 Q3	$245K	Hold	2,680	–	–	0.12%	193
2013 Q2	$219K	Buy	+2,680	New	+$208K	0.09%	199

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MU Investments Company's AMP Position: Q4 2016 in Review

MU Investments Company sold out of Ameriprise Financial (AMP) in Q4 2016, closing a stake of 38,900 shares — an estimated $3.79M sold.

MU Investments Company first reported a position in AMP in Q2 2013 and held it in 14 quarters. The position peaked at $5M in Q4 2014. 664 funds tracked by Wall St. Rank hold AMP as of Q4 2016.

MU Investments Company reported no remaining Ameriprise Financial position as of Q4 2016 after selling out during the quarter.
MU Investments Company sold 38,900 Ameriprise Financial shares in Q4 2016, an estimated $3.79M.
MU Investments Company first reported a position in Ameriprise Financial in Q2 2013 and held it in 14 quarters.
MU Investments Company's Ameriprise Financial position peaked at $5M in Q4 2014.
664 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2016.

Based on MU Investments Company's 13F filing for Q4 2016, filed 17 Jan 2017.