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Sheets Smith Wealth Management’s Ameriprise Financial AMP Stock Holding History

Sheets Smith Wealth 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
2014
Q4 		– Sell
-8,359
Closed -$1.03M – 249
2014
Q3 		$1.03M Buy
8,359
+471
+6% +$57.8K 0.28% 108
2014
Q2 		$947K Buy
7,888
+1,896
+32% +$212K 0.25% 119
2014
Q1 		$660K Buy
5,992
+74
+1% +$8.1K 0.18% 150
2013
Q4 		$681K Buy
+5,918
New +$611K 0.19% 143

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Sheets Smith Wealth Management's AMP Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2014, closing a stake of 8,359 shares — an estimated $1.03M sold.

Sheets Smith Wealth Management first reported a position in AMP in Q4 2013 and held it in 4 quarters. The position peaked at $1.03M in Q3 2014. 640 funds tracked by Wall St. Rank hold AMP as of Q4 2014.

  • Sheets Smith Wealth Management reported no remaining Ameriprise Financial position as of Q4 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 8,359 Ameriprise Financial shares in Q4 2014, an estimated $1.03M.
  • Sheets Smith Wealth Management first reported a position in Ameriprise Financial in Q4 2013 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Ameriprise Financial position peaked at $1.03M in Q3 2014.
  • 640 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.