Santa Fe Partners’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-18,502
| Closed | -$2.02M | – | 449 |
|
|
2015
Q3 | $2.02M | Buy |
18,502
+437
| +2% | +$47.7K | 0.27% | 159 |
|
|
2015
Q2 | $2.26M | Buy |
+18,065
| New | +$2.26M | 0.31% | 118 |
|
|
2015
Q1 | – | Sell |
-29,782
| Closed | -$3.94M | – | 496 |
|
|
2014
Q4 | $3.94M | Buy |
29,782
+22,346
| +301% | +$2.95M | 0.49% | 46 |
|
|
2014
Q3 | $918K | Sell |
7,436
-20,419
| -73% | -$2.52M | 0.14% | 275 |
|
|
2014
Q2 | $3.34M | Sell |
27,855
-4,798
| -15% | -$576K | 0.5% | 31 |
|
|
2014
Q1 | $3.59M | Buy |
+32,653
| New | +$3.59M | 0.51% | 8 |
|
|
2013
Q3 | – | Sell |
-5,239
| Closed | -$424K | – | 459 |
|
|
2013
Q2 | $424K | Buy |
+5,239
| New | +$424K | 0.09% | 352 |
|