Old Mutual Customised Solutions’s Ameriprise Financial AMP Stock Holding History

Old Mutual Customised Solutions’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
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%	+$481K	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%	+$149K	0.14%	180
2016 Q4	$643K	Buy	5,800 +1,800	+45%	+$190K	0.12%	218
2016 Q3	$399K	Sell	4,000 -1,300	-25%	-$126K	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%	-$89.4K	0.14%	169
2015 Q3	$666K	Buy	6,100 +1,100	+22%	+$130K	0.18%	135
2015 Q2	$625K	Hold	5,000	–	–	0.15%	169
2015 Q1	$654K	Buy	5,000 +2,000	+67%	+$263K	0.16%	159
2014 Q4	$397K	Buy	3,000 +200	+7%	+$25.3K	0.11%	237
2014 Q3	$345K	Sell	2,800 -500	-15%	-$61.4K	0.1%	237
2014 Q2	$396K	Sell	3,300 -400	-11%	-$44.7K	0.1%	251
2014 Q1	$407K	Hold	3,700	–	–	0.1%	215
2013 Q4	$426K	Buy	3,700 +400	+12%	+$41.3K	0.11%	206
2013 Q3	$301K	Hold	3,300	–	–	0.09%	274
2013 Q2	$267K	Buy	+3,300	New	+$257K	0.08%	272

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Old Mutual Customised Solutions's AMP Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Ameriprise Financial (AMP) position steady in Q2 2018 at 10,000 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #186.

Old Mutual Customised Solutions first reported a position in AMP in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.7M in Q4 2017. 775 funds tracked by Wall St. Rank hold AMP as of Q2 2018.

Old Mutual Customised Solutions held 10,000 shares of Ameriprise Financial worth $1.4M as of Q2 2018.
Old Mutual Customised Solutions left its Ameriprise Financial share count unchanged in Q2 2018.
Ameriprise Financial made up 0.14% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #186 holding.
Old Mutual Customised Solutions first reported a position in Ameriprise Financial in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Ameriprise Financial position peaked at $1.7M in Q4 2017.
775 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.