Osborne Partners Capital Management’s Ameriprise Financial AMP Stock Holding History

Osborne Partners 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
2015 Q1	–	Sell	-1,800	Closed	-$238K	–	177
2014 Q4	$238K	Hold	1,800	–	–	0.03%	170
2014 Q3	$222K	Sell	1,800 -66	-4%	-$8.1K	0.03%	170
2014 Q2	$224K	Buy	+1,866	New	+$209K	0.03%	166
2014 Q1	–	Sell	-1,800	Closed	-$207K	–	181
2013 Q4	$207K	Buy	+1,800	New	+$186K	0.03%	175

Other funds holding AMP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Osborne Partners Capital Management's AMP Position: Q1 2015 in Review

Osborne Partners Capital Management sold out of Ameriprise Financial (AMP) in Q1 2015, closing a stake of 1,800 shares — an estimated $238K sold.

Osborne Partners Capital Management first reported a position in AMP in Q4 2013 and held it in 4 quarters. The position peaked at $238K in Q4 2014. 680 funds tracked by Wall St. Rank hold AMP as of Q1 2015.

Osborne Partners Capital Management reported no remaining Ameriprise Financial position as of Q1 2015 after selling out during the quarter.
Osborne Partners Capital Management sold 1,800 Ameriprise Financial shares in Q1 2015, an estimated $238K.
Osborne Partners Capital Management first reported a position in Ameriprise Financial in Q4 2013 and held it in 4 quarters.
Osborne Partners Capital Management's Ameriprise Financial position peaked at $238K in Q4 2014.
680 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2015.

Based on Osborne Partners Capital Management's 13F filing for Q1 2015, filed 28 Apr 2015.