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OFI Advisors’s Ameriprise Financial AMP Stock Holding History

OFI Advisors’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
Q3 		$1.31M Buy
11,972
+892
+8% +$105K 0.08% 248
2015
Q2 		$1.38M Buy
11,080
+619
+6% +$78.9K 0.08% 270
2015
Q1 		$1.37M Buy
10,461
+523
+5% +$68.9K 0.08% 261
2014
Q4 		$1.31M Buy
9,938
+407
+4% +$51.5K 0.08% 240
2014
Q3 		$1.18M Sell
9,531
-163
-2% -$20K 0.08% 248
2014
Q2 		$1.16M Buy
9,694
+68
+0.7% +$7.61K 0.08% 255
2014
Q1 		$1.06M Buy
9,626
+680
+8% +$74.5K 0.08% 258
2013
Q4 		$1.03M Sell
8,946
-565
-6% -$58.4K 0.08% 252
2013
Q3 		$866K Sell
9,511
-787
-8% -$69.5K 0.08% 243
2013
Q2 		$833K Buy
+10,298
New +$800K 0.09% 235

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

OFI Advisors's AMP Position: Q3 2015 in Review

OFI Advisors increased its Ameriprise Financial (AMP) stake by 8.1% in Q3 2015, buying an estimated $105K and bringing the position to 11,972 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #248.

OFI Advisors first reported a position in AMP in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.38M in Q2 2015. 613 funds tracked by Wall St. Rank hold AMP as of Q3 2015.

  • OFI Advisors held 11,972 shares of Ameriprise Financial worth $1.31M as of Q3 2015.
  • OFI Advisors bought 892 Ameriprise Financial shares in Q3 2015, an estimated $105K.
  • Ameriprise Financial made up 0.08% of OFI Advisors's portfolio in Q3 2015, its #248 holding.
  • OFI Advisors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 10 quarters since.
  • OFI Advisors's Ameriprise Financial position peaked at $1.38M in Q2 2015.
  • 613 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.