PAIA
AMP icon

Park Avenue Institutional Advisers’s Ameriprise Financial AMP Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-1,068
Closed -$96K – 35
2016
Q2 		$96K Sell
1,068
-29
-3% -$2.8K 0.08% 278
2016
Q1 		$103K Sell
1,097
-31
-3% -$2.78K 0.09% 260
2015
Q4 		$120K Sell
1,128
-58
-5% -$6.48K 0.1% 229
2015
Q3 		$129K Sell
1,186
-45
-4% -$5.31K 0.11% 214
2015
Q2 		$154K Buy
+1,231
New +$157K 0.12% 197

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Park Avenue Institutional Advisers's AMP Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Ameriprise Financial (AMP) in Q3 2016, closing a stake of 1,068 shares — an estimated $96K sold.

Park Avenue Institutional Advisers first reported a position in AMP in Q2 2015 and held it in 5 quarters. The position peaked at $154K in Q2 2015. 633 funds tracked by Wall St. Rank hold AMP as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Ameriprise Financial position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 1,068 Ameriprise Financial shares in Q3 2016, an estimated $96K.
  • Park Avenue Institutional Advisers first reported a position in Ameriprise Financial in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Ameriprise Financial position peaked at $154K in Q2 2015.
  • 633 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.