OMCS
Old Mutual Customised Solutions’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $1.4M | Hold |
10,000
| – | – | 0.14% | 186 |
|
|
2018
Q1 | $1.48M | Hold |
10,000
| – | – | 0.15% | 175 |
|
|
2017
Q4 | $1.7M | Buy |
10,000
+3,000
| +43% | +$509K | 0.17% | 143 |
|
|
2017
Q3 | $1.04M | Hold |
7,000
| – | – | 0.14% | 174 |
|
|
2017
Q2 | $891K | Hold |
7,000
| – | – | 0.13% | 189 |
|
|
2017
Q1 | $908K | Buy |
7,000
+1,200
| +21% | +$156K | 0.14% | 180 |
|
|
2016
Q4 | $643K | Buy |
5,800
+1,800
| +45% | +$200K | 0.12% | 218 |
|
|
2016
Q3 | $399K | Sell |
4,000
-1,300
| -25% | -$130K | 0.11% | 205 |
|
|
2016
Q2 | $476K | Hold |
5,300
| – | – | 0.12% | 209 |
|
|
2016
Q1 | $498K | Hold |
5,300
| – | – | 0.13% | 194 |
|
|
2015
Q4 | $564K | Sell |
5,300
-800
| -13% | -$85.1K | 0.14% | 169 |
|
|
2015
Q3 | $666K | Buy |
6,100
+1,100
| +22% | +$120K | 0.18% | 135 |
|
|
2015
Q2 | $625K | Hold |
5,000
| – | – | 0.15% | 169 |
|
|
2015
Q1 | $654K | Buy |
5,000
+2,000
| +67% | +$262K | 0.16% | 159 |
|
|
2014
Q4 | $397K | Buy |
3,000
+200
| +7% | +$26.5K | 0.11% | 237 |
|
|
2014
Q3 | $345K | Sell |
2,800
-500
| -15% | -$61.6K | 0.1% | 237 |
|
|
2014
Q2 | $396K | Sell |
3,300
-400
| -11% | -$48K | 0.1% | 251 |
|
|
2014
Q1 | $407K | Hold |
3,700
| – | – | 0.1% | 215 |
|
|
2013
Q4 | $426K | Buy |
3,700
+400
| +12% | +$46.1K | 0.11% | 206 |
|
|
2013
Q3 | $301K | Hold |
3,300
| – | – | 0.09% | 274 |
|
|
2013
Q2 | $267K | Buy |
+3,300
| New | +$267K | 0.08% | 272 |
|