PWM
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ParenteBeard Wealth Management’s Ameriprise Financial AMP Stock Holding History

ParenteBeard Wealth 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 		$2.1K Sell
278
-1,822
-87% -$231K 0.02% 101
2014
Q3 		$259K Hold
2,100
– – 0.11% 96
2014
Q2 		$252K Hold
2,100
– – 0.11% 93
2014
Q1 		$231K Hold
2,100
– – 0.11% 91
2013
Q4 		$242K Buy
+2,100
New +$217K 0.1% 100

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

ParenteBeard Wealth Management's AMP Position: Q4 2014 in Review

ParenteBeard Wealth Management reduced its Ameriprise Financial (AMP) stake by 87% in Q4 2014, selling an estimated $231K and leaving 278 shares worth $2.1K. The position accounts for 0.02% of the portfolio, ranked #101.

ParenteBeard Wealth Management first reported a position in AMP in Q4 2013 and has held it in 5 quarters since. The position peaked at $259K in Q3 2014. 639 funds tracked by Wall St. Rank hold AMP as of Q4 2014.

  • ParenteBeard Wealth Management held 278 shares of Ameriprise Financial worth $2.1K as of Q4 2014.
  • ParenteBeard Wealth Management sold 1,822 Ameriprise Financial shares in Q4 2014, an estimated $231K.
  • Ameriprise Financial made up 0.02% of ParenteBeard Wealth Management's portfolio in Q4 2014, its #101 holding.
  • ParenteBeard Wealth Management first reported a position in Ameriprise Financial in Q4 2013 and has held it in 5 quarters since.
  • ParenteBeard Wealth Management's Ameriprise Financial position peaked at $259K in Q3 2014.
  • 639 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.