New York Life Trust’s Ameriprise Financial AMP Stock Holding History

New York Life 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
2017 Q1	$9K	Buy	+70	New	+$8.66K	0.44%	57
2016 Q4	–	Sell	-121	Closed	-$12K	–	215
2016 Q3	$12K	Buy	121 +12	+11%	+$1.16K	0.06%	191
2016 Q2	$10K	Sell	109 -485	-82%	-$46.9K	0.05%	205
2016 Q1	$56K	Sell	594 -81	-12%	-$7.26K	0.24%	132
2015 Q4	$72K	Sell	675 -337	-33%	-$37.7K	0.31%	115
2015 Q3	$110K	Buy	+1,012	New	+$119K	0.49%	73
2015 Q2	–	Sell	-43	Closed	-$6K	–	205
2015 Q1	$6K	Sell	43 -530	-92%	-$69.8K	0.02%	203
2014 Q4	$76K	Sell	573 -564	-50%	-$71.4K	0.3%	122
2014 Q3	$140K	Sell	1,137 -30	-3%	-$3.68K	0.58%	56
2014 Q2	$140K	Buy	1,167 +851	+269%	+$95.2K	0.59%	55
2014 Q1	$35K	Sell	316 -804	-72%	-$88K	0.15%	157
2013 Q4	$129K	Buy	1,120 +973	+662%	+$100K	0.59%	48
2013 Q3	$13K	Buy	+147	New	+$13K	0.07%	170

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

New York Life Trust's AMP Position: Q1 2017 in Review

New York Life Trust opened a new position in Ameriprise Financial (AMP) in Q1 2017: 70 shares worth $9K. The stake represents 0.44% of the portfolio and ranks #57 among its holdings. This is a return to the name: New York Life Trust previously reported a position in AMP as recently as Q3 2016.

New York Life Trust first reported a position in AMP in Q3 2013 and has held it in 13 quarters since. The position peaked at $140K in Q3 2014. 678 funds tracked by Wall St. Rank hold AMP as of Q1 2017.

New York Life Trust held 70 shares of Ameriprise Financial worth $9K as of Q1 2017.
Ameriprise Financial was a new New York Life Trust position in Q1 2017.
Ameriprise Financial made up 0.44% of New York Life Trust's portfolio in Q1 2017, its #57 holding.
New York Life Trust first reported a position in Ameriprise Financial in Q3 2013 and has held it in 13 quarters since.
New York Life Trust's Ameriprise Financial position peaked at $140K in Q3 2014.
678 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.