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Santa Fe Partners’s Ameriprise Financial AMP Stock Holding History

Santa Fe 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
2015
Q4 		– Sell
-18,502
Closed -$2.02M – 449
2015
Q3 		$2.02M Buy
18,502
+437
+2% +$51.5K 0.27% 159
2015
Q2 		$2.25M Buy
+18,065
New +$2.3M 0.31% 118
2015
Q1 		– Sell
-29,782
Closed -$3.94M – 496
2014
Q4 		$3.94M Buy
29,782
+22,346
+301% +$2.83M 0.49% 46
2014
Q3 		$918K Sell
7,436
-20,419
-73% -$2.51M 0.14% 275
2014
Q2 		$3.34M Sell
27,855
-4,798
-15% -$537K 0.5% 31
2014
Q1 		$3.59M Buy
+32,653
New +$3.58M 0.51% 8
2013
Q3 		– Sell
-5,239
Closed -$424K – 459
2013
Q2 		$424K Buy
+5,239
New +$407K 0.09% 352

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Santa Fe Partners's AMP Position: Q4 2015 in Review

Santa Fe Partners sold out of Ameriprise Financial (AMP) in Q4 2015, closing a stake of 18,502 shares — an estimated $2.02M sold.

Santa Fe Partners first reported a position in AMP in Q2 2013 and held it in 7 quarters. The position peaked at $3.94M in Q4 2014. 653 funds tracked by Wall St. Rank hold AMP as of Q4 2015.

  • Santa Fe Partners reported no remaining Ameriprise Financial position as of Q4 2015 after selling out during the quarter.
  • Santa Fe Partners sold 18,502 Ameriprise Financial shares in Q4 2015, an estimated $2.02M.
  • Santa Fe Partners first reported a position in Ameriprise Financial in Q2 2013 and held it in 7 quarters.
  • Santa Fe Partners's Ameriprise Financial position peaked at $3.94M in Q4 2014.
  • 653 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2015.

Based on Santa Fe Partners's 13F filing for Q4 2015, filed 12 Feb 2016.