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One Capital Management’s Ameriprise Financial AMP Stock Holding History

One Capital Management’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
2014
Q4 		– Sell
-20
Closed -$2K – 158
2014
Q3 		$2K Buy
+20
New +$2.45K ﹤0.01% 538

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

One Capital Management's AMP Position: Q4 2014 in Review

One Capital Management sold out of Ameriprise Financial (AMP) in Q4 2014, closing a stake of 20 shares — an estimated $2K sold.

One Capital Management first reported a position in AMP in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 640 funds tracked by Wall St. Rank hold AMP as of Q4 2014.

  • One Capital Management reported no remaining Ameriprise Financial position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 20 Ameriprise Financial shares in Q4 2014, an estimated $2K.
  • One Capital Management first reported a position in Ameriprise Financial in Q3 2014 and held it in 1 quarter.
  • One Capital Management's Ameriprise Financial position peaked at $2K in Q3 2014.
  • 640 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.