PIM
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Parasol Investment Management’s Ameriprise Financial AMP Stock Holding History

Parasol Investment 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
Q3 		– Sell
-453
Closed -$57K – 165
2015
Q2 		$57K Hold
453
– – 0.04% 103
2015
Q1 		$59K Hold
453
– – 0.04% 95
2014
Q4 		$60K Hold
453
– – 0.04% 104
2014
Q3 		$56K Hold
453
– – 0.04% 97
2014
Q2 		$54K Hold
453
– – 0.04% 106
2014
Q1 		$50K Hold
453
– – 0.04% 87
2013
Q4 		$52K Buy
+453
New +$46.8K 0.03% 80

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Parasol Investment Management's AMP Position: Q3 2015 in Review

Parasol Investment Management sold out of Ameriprise Financial (AMP) in Q3 2015, closing a stake of 453 shares — an estimated $57K sold.

Parasol Investment Management first reported a position in AMP in Q4 2013 and held it in 7 quarters. The position peaked at $60K in Q4 2014. 614 funds tracked by Wall St. Rank hold AMP as of Q3 2015.

  • Parasol Investment Management reported no remaining Ameriprise Financial position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 453 Ameriprise Financial shares in Q3 2015, an estimated $57K.
  • Parasol Investment Management first reported a position in Ameriprise Financial in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's Ameriprise Financial position peaked at $60K in Q4 2014.
  • 614 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.