Osborne Partners Capital Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$8.14K | 0.03% | 170 |
|
|
2014
Q2 | $224K | Buy |
+1,866
| New | +$224K | 0.03% | 166 |
|
|
2014
Q1 | – | Sell |
-1,800
| Closed | -$207K | – | 181 |
|
|
2013
Q4 | $207K | Buy |
+1,800
| New | +$207K | 0.03% | 175 |
|