Princeton Alpha Management’s Ameriprise Financial AMP Stock Holding History

Princeton Alpha 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
2017 Q1	–	Sell	-5,186	Closed	-$575K	–	539
2016 Q4	$575K	Buy	+5,186	New	+$548K	0.12%	281
2016 Q3	–	Sell	-7,013	Closed	-$630K	–	735
2016 Q2	$630K	Sell	7,013 -9,072	-56%	-$876K	0.11%	282
2016 Q1	$1.51M	Buy	16,085 +8,244	+105%	+$739K	0.25%	112
2015 Q4	$834K	Buy	+7,841	New	+$876K	0.14%	219
2015 Q3	–	Sell	-14,281	Closed	-$1.78M	–	709
2015 Q2	$1.78M	Buy	14,281 +7,567	+113%	+$965K	0.35%	69
2015 Q1	$878K	Buy	+6,714	New	+$884K	0.19%	153

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Princeton Alpha Management's AMP Position: Q1 2017 in Review

Princeton Alpha Management sold out of Ameriprise Financial (AMP) in Q1 2017, closing a stake of 5,186 shares — an estimated $575K sold.

Princeton Alpha Management first reported a position in AMP in Q1 2015 and held it in 6 quarters. The position peaked at $1.78M in Q2 2015. 678 funds tracked by Wall St. Rank hold AMP as of Q1 2017.

Princeton Alpha Management reported no remaining Ameriprise Financial position as of Q1 2017 after selling out during the quarter.
Princeton Alpha Management sold 5,186 Ameriprise Financial shares in Q1 2017, an estimated $575K.
Princeton Alpha Management first reported a position in Ameriprise Financial in Q1 2015 and held it in 6 quarters.
Princeton Alpha Management's Ameriprise Financial position peaked at $1.78M in Q2 2015.
678 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2017.

Based on Princeton Alpha Management's 13F filing for Q1 2017, filed 3 May 2017.