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National Penn Investors Trust’s Ameriprise Financial AMP Stock Holding History

National Penn Investors Trust’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
Q1 		$2.87M Buy
30,514
+765
+3% +$68.6K 0.33% 74
2015
Q4 		$3.17M Buy
29,749
+1,114
+4% +$124K 0.36% 64
2015
Q3 		$3.13M Buy
+28,635
New +$3.38M 0.36% 70

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

National Penn Investors Trust's AMP Position: Q1 2016 in Review

National Penn Investors Trust increased its Ameriprise Financial (AMP) stake by 2.6% in Q1 2016, buying an estimated $68.6K and bringing the position to 30,514 shares worth $2.87M. The position accounts for 0.33% of the portfolio, ranked #74.

National Penn Investors Trust first reported a position in AMP in Q3 2015 and has held it in 3 quarters since. The position peaked at $3.17M in Q4 2015. 612 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

  • National Penn Investors Trust held 30,514 shares of Ameriprise Financial worth $2.87M as of Q1 2016.
  • National Penn Investors Trust bought 765 Ameriprise Financial shares in Q1 2016, an estimated $68.6K.
  • Ameriprise Financial made up 0.33% of National Penn Investors Trust's portfolio in Q1 2016, its #74 holding.
  • National Penn Investors Trust first reported a position in Ameriprise Financial in Q3 2015 and has held it in 3 quarters since.
  • National Penn Investors Trust's Ameriprise Financial position peaked at $3.17M in Q4 2015.
  • 612 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.