Rockefeller Financial Services’s Ameriprise Financial AMP Stock Holding History

Rockefeller Financial Services’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 Q4	$36K	Hold	211	–	–	﹤0.01%	434
2017 Q3	$31K	Buy	+211	New	+$29.5K	﹤0.01%	448
2017 Q1	–	Sell	-18	Closed	-$2K	–	467
2016 Q4	$2K	Hold	18	–	–	﹤0.01%	498
2016 Q3	$2K	Hold	18	–	–	﹤0.01%	451
2016 Q2	$2K	Hold	18	–	–	﹤0.01%	463
2016 Q1	$2K	Hold	18	–	–	﹤0.01%	598
2015 Q4	$2K	Buy	+18	New	+$2.01K	﹤0.01%	521
2015 Q2	–	Sell	-3,550	Closed	-$464K	–	464
2015 Q1	$464K	Hold	3,550	–	–	0.01%	251
2014 Q4	$469K	Hold	3,550	–	–	0.01%	245
2014 Q3	$438K	Hold	3,550	–	–	0.01%	261
2014 Q2	$426K	Hold	3,550	–	–	0.01%	279
2014 Q1	$391K	Hold	3,550	–	–	0.01%	278
2013 Q4	$408K	Hold	3,550	–	–	0.01%	286
2013 Q3	$323K	Hold	3,550	–	–	0.01%	294
2013 Q2	$287K	Buy	+3,550	New	+$276K	0.01%	295

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Rockefeller Financial Services's AMP Position: Q4 2017 in Review

Rockefeller Financial Services held its Ameriprise Financial (AMP) position steady in Q4 2017 at 211 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Rockefeller Financial Services first reported a position in AMP in Q2 2013 and has held it in 15 quarters since. The position peaked at $469K in Q4 2014. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

Rockefeller Financial Services held 211 shares of Ameriprise Financial worth $36K as of Q4 2017.
Rockefeller Financial Services left its Ameriprise Financial share count unchanged in Q4 2017.
Ameriprise Financial made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #434 holding.
Rockefeller Financial Services first reported a position in Ameriprise Financial in Q2 2013 and has held it in 15 quarters since.
Rockefeller Financial Services's Ameriprise Financial position peaked at $469K in Q4 2014.
817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.