Perpetual Ltd’s Ameriprise Financial AMP Stock Holding History

Perpetual Ltd’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 Q1	–	Sell	-66,700	Closed	-$7.1M	–	188
2015 Q4	$7.1M	Buy	+66,700	New	+$7.45M	0.79%	34

Other funds holding AMP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Perpetual Ltd's AMP Position: Q1 2016 in Review

Perpetual Ltd sold out of Ameriprise Financial (AMP) in Q1 2016, closing a stake of 66,700 shares — an estimated $7.1M sold.

Perpetual Ltd first reported a position in AMP in Q4 2015 and held it in 1 quarter. The position peaked at $7.1M in Q4 2015. 612 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

Perpetual Ltd reported no remaining Ameriprise Financial position as of Q1 2016 after selling out during the quarter.
Perpetual Ltd sold 66,700 Ameriprise Financial shares in Q1 2016, an estimated $7.1M.
Perpetual Ltd first reported a position in Ameriprise Financial in Q4 2015 and held it in 1 quarter.
Perpetual Ltd's Ameriprise Financial position peaked at $7.1M in Q4 2015.
612 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on Perpetual Ltd's 13F filing for Q1 2016, filed 26 Sep 2017.