PAS
AMP icon

Partnervest Advisory Services’s Ameriprise Financial AMP Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-185
Closed -$22K – 178
2014
Q2 		$22K Hold
185
– – 0.01% 513
2014
Q1 		$20K Hold
185
– – 0.01% 502
2013
Q4 		$21K Sell
185
-2
-1% -$207 0.01% 456
2013
Q3 		$17K Sell
187
-6
-3% -$530 0.01% 499
2013
Q2 		$16K Buy
+193
New +$15K 0.01% 474

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Partnervest Advisory Services's AMP Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Ameriprise Financial (AMP) in Q3 2014, closing a stake of 185 shares — an estimated $22K sold.

Partnervest Advisory Services first reported a position in AMP in Q2 2013 and held it in 5 quarters. The position peaked at $22K in Q2 2014. 604 funds tracked by Wall St. Rank hold AMP as of Q3 2014.

  • Partnervest Advisory Services reported no remaining Ameriprise Financial position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 185 Ameriprise Financial shares in Q3 2014, an estimated $22K.
  • Partnervest Advisory Services first reported a position in Ameriprise Financial in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's Ameriprise Financial position peaked at $22K in Q2 2014.
  • 604 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.