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Penseco Financial Services’s Ameriprise Financial AMP Stock Holding History

Penseco Financial 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
2013
Q3 		$262K Sell
2,875
-1,025
-26% -$90.5K 0.19% 91
2013
Q2 		$316K Buy
+3,900
New +$303K 0.24% 82

Other funds holding AMP

Wellington Management Group
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Penseco Financial Services's AMP Position: Q3 2013 in Review

Penseco Financial Services reduced its Ameriprise Financial (AMP) stake by 26% in Q3 2013, selling an estimated $90.5K and leaving 2,875 shares worth $262K. The position accounts for 0.19% of the portfolio, ranked #91.

Penseco Financial Services first reported a position in AMP in Q2 2013 and has held it in 2 quarters since. The position peaked at $316K in Q2 2013. 524 funds tracked by Wall St. Rank hold AMP as of Q3 2013.

  • Penseco Financial Services held 2,875 shares of Ameriprise Financial worth $262K as of Q3 2013.
  • Penseco Financial Services sold 1,025 Ameriprise Financial shares in Q3 2013, an estimated $90.5K.
  • Ameriprise Financial made up 0.19% of Penseco Financial Services's portfolio in Q3 2013, its #91 holding.
  • Penseco Financial Services first reported a position in Ameriprise Financial in Q2 2013 and has held it in 2 quarters since.
  • Penseco Financial Services's Ameriprise Financial position peaked at $316K in Q2 2013.
  • 524 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.