New Jersey Better Educational Savings Trust’s Ameriprise Financial AMP Stock Holding History

New Jersey Better Educational Savings 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
2015 Q2	–	Sell	-7,000	Closed	-$916K	–	153
2015 Q1	$916K	Sell	7,000 -3,000	-30%	-$395K	0.4%	110
2014 Q4	$1.32M	Hold	10,000	–	–	0.59%	46
2014 Q3	$1.23M	Sell	10,000 -5,000	-33%	-$614K	0.57%	40
2014 Q2	$1.8M	Sell	15,000 -5,000	-25%	-$559K	0.83%	24
2014 Q1	$2.2M	Hold	20,000	–	–	1.05%	17
2013 Q4	$2.3M	Hold	20,000	–	–	1.12%	18
2013 Q3	$1.82M	Hold	20,000	–	–	1.13%	17
2013 Q2	$1.62M	Buy	+20,000	New	+$1.55M	0.97%	24

Other funds holding AMP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

New Jersey Better Educational Savings Trust's AMP Position: Q2 2015 in Review

New Jersey Better Educational Savings Trust sold out of Ameriprise Financial (AMP) in Q2 2015, closing a stake of 7,000 shares — an estimated $916K sold.

New Jersey Better Educational Savings Trust first reported a position in AMP in Q2 2013 and held it in 8 quarters. The position peaked at $2.3M in Q4 2013. 666 funds tracked by Wall St. Rank hold AMP as of Q2 2015.

New Jersey Better Educational Savings Trust reported no remaining Ameriprise Financial position as of Q2 2015 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 7,000 Ameriprise Financial shares in Q2 2015, an estimated $916K.
New Jersey Better Educational Savings Trust first reported a position in Ameriprise Financial in Q2 2013 and held it in 8 quarters.
New Jersey Better Educational Savings Trust's Ameriprise Financial position peaked at $2.3M in Q4 2013.
666 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2015.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2015, filed 6 Aug 2015.