Placemark Investments’s Ameriprise Financial AMP Stock Holding History

Placemark Investments’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 Q4	$1.99M	Buy	15,033 +681	+5%	+$86.2K	0.04%	562
2014 Q3	$1.77M	Buy	14,352 +317	+2%	+$38.9K	0.03%	594
2014 Q2	$1.68M	Buy	14,035 +4,709	+50%	+$527K	0.03%	640
2014 Q1	$1.03M	Sell	9,326 -21,853	-70%	-$2.39M	0.02%	809
2013 Q4	$3.59M	Buy	31,179 +982	+3%	+$101K	0.06%	376
2013 Q3	$2.75M	Sell	30,197 -5,500	-15%	-$486K	0.05%	422
2013 Q2	$2.89M	Buy	+35,697	New	+$2.77M	0.06%	371

Other funds holding AMP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

BIT

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Placemark Investments's AMP Position: Q4 2014 in Review

Placemark Investments increased its Ameriprise Financial (AMP) stake by 4.7% in Q4 2014, buying an estimated $86.2K and bringing the position to 15,033 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #562.

Placemark Investments first reported a position in AMP in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.59M in Q4 2013. 639 funds tracked by Wall St. Rank hold AMP as of Q4 2014.

Placemark Investments held 15,033 shares of Ameriprise Financial worth $1.99M as of Q4 2014.
Placemark Investments bought 681 Ameriprise Financial shares in Q4 2014, an estimated $86.2K.
Ameriprise Financial made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #562 holding.
Placemark Investments first reported a position in Ameriprise Financial in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Ameriprise Financial position peaked at $3.59M in Q4 2013.
639 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.