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Perkins Investment Management’s Ameriprise Financial AMP Stock Holding History

Perkins 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
2014
Q1 		– Sell
-601,788
Closed -$69.2M – 255
2013
Q4 		$69.2M Sell
601,788
-338,450
-36% -$35M 0.48% 81
2013
Q3 		$85.6M Sell
940,238
-120,544
-11% -$10.6M 0.59% 64
2013
Q2 		$85.8M Buy
+1,060,782
New +$82.5M 0.58% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Perkins Investment Management's AMP Position: Q1 2014 in Review

Perkins Investment Management sold out of Ameriprise Financial (AMP) in Q1 2014, closing a stake of 601,788 shares — an estimated $69.2M sold.

Perkins Investment Management first reported a position in AMP in Q2 2013 and held it in 3 quarters. The position peaked at $85.8M in Q2 2013. 594 funds tracked by Wall St. Rank hold AMP as of Q1 2014.

  • Perkins Investment Management reported no remaining Ameriprise Financial position as of Q1 2014 after selling out during the quarter.
  • Perkins Investment Management sold 601,788 Ameriprise Financial shares in Q1 2014, an estimated $69.2M.
  • Perkins Investment Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 3 quarters.
  • Perkins Investment Management's Ameriprise Financial position peaked at $85.8M in Q2 2013.
  • 594 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2014.

Based on Perkins Investment Management's 13F filing for Q1 2014, filed 15 May 2014.