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Numeric Investors’s Ameriprise Financial AMP Stock Holding History

Numeric Investors’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
Q4 		$256M Buy
1,513,175
+408,662
+37% +$65.5M 1.87% 3
2017
Q3 		$164M Sell
1,104,513
-46,900
-4% -$6.55M 1.26% 12
2017
Q2 		$147M Buy
1,151,413
+17,700
+2% +$2.25M 1.3% 14
2017
Q1 		$147M Buy
1,133,713
+263,000
+30% +$32.5M 1.33% 9
2016
Q4 		$96.6M Sell
870,713
-198,337
-19% -$20.9M 0.89% 26
2016
Q3 		$107M Buy
1,069,050
+47,950
+5% +$4.65M 1.01% 20
2016
Q2 		$91.7M Buy
1,021,100
+862,200
+543% +$83.3M 0.82% 29
2016
Q1 		$14.9M Buy
+158,900
New +$14.2M 0.16% 149
2015
Q2 		– Sell
-6,700
Closed -$877K – 922
2015
Q1 		$877K Buy
+6,700
New +$883K 0.01% 508
2014
Q2 		– Sell
-3,070
Closed -$338K – 766
2014
Q1 		$338K Buy
+3,070
New +$336K 0.01% 653
2013
Q4 		– Sell
-573,139
Closed -$52.2M – 763
2013
Q3 		$52.2M Sell
573,139
-27,000
-4% -$2.38M 0.97% 22
2013
Q2 		$48.5M Buy
+600,139
New +$46.6M 0.97% 22

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Numeric Investors's AMP Position: Q4 2017 in Review

Numeric Investors increased its Ameriprise Financial (AMP) stake by 37% in Q4 2017, buying an estimated $65.5M and bringing the position to 1,513,175 shares worth $256M. The position accounts for 1.87% of the portfolio, ranked #3.

Numeric Investors first reported a position in AMP in Q2 2013 and has held it in 12 quarters since. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

  • Numeric Investors held 1,513,175 shares of Ameriprise Financial worth $256M as of Q4 2017.
  • Numeric Investors bought 408,662 Ameriprise Financial shares in Q4 2017, an estimated $65.5M.
  • Ameriprise Financial made up 1.87% of Numeric Investors's portfolio in Q4 2017, its #3 holding.
  • Numeric Investors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 12 quarters since.
  • 817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.