Private Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Private Wealth Partners’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 Q3	–	Sell	-3,900	Closed	-$350K	–	121
2016 Q2	$350K	Sell	3,900 -400	-9%	-$38.6K	0.08%	99
2016 Q1	$404K	Sell	4,300 -3,200	-43%	-$287K	0.1%	96
2015 Q4	$798K	Sell	7,500 -6,950	-48%	-$777K	0.19%	82
2015 Q3	$1.58M	Sell	14,450 -1,300	-8%	-$153K	0.4%	58
2015 Q2	$1.97M	Sell	15,750 -1,050	-6%	-$134K	0.44%	57
2015 Q1	$2.2M	Buy	+16,800	New	+$2.21M	0.51%	55

Other funds holding AMP

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

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

BFA

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Private Wealth Partners's AMP Position: Q3 2016 in Review

Private Wealth Partners sold out of Ameriprise Financial (AMP) in Q3 2016, closing a stake of 3,900 shares — an estimated $350K sold.

Private Wealth Partners first reported a position in AMP in Q1 2015 and held it in 6 quarters. The position peaked at $2.2M in Q1 2015. 633 funds tracked by Wall St. Rank hold AMP as of Q3 2016.

Private Wealth Partners reported no remaining Ameriprise Financial position as of Q3 2016 after selling out during the quarter.
Private Wealth Partners sold 3,900 Ameriprise Financial shares in Q3 2016, an estimated $350K.
Private Wealth Partners first reported a position in Ameriprise Financial in Q1 2015 and held it in 6 quarters.
Private Wealth Partners's Ameriprise Financial position peaked at $2.2M in Q1 2015.
633 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2016.

Based on Private Wealth Partners's 13F filing for Q3 2016, filed 18 Oct 2016.