SIP
AMP icon

Stoneridge Investment Partners’s Ameriprise Financial AMP Stock Holding History

Stoneridge Investment 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
2014
Q4 		– Sell
-4,000
Closed -$494K – 254
2014
Q3 		$494K Hold
4,000
– – 0.07% 182
2014
Q2 		$480K Hold
4,000
– – 0.07% 175
2014
Q1 		$440K Hold
4,000
– – 0.08% 132
2013
Q4 		$460K Sell
4,000
-29,993
-88% -$3.1M 0.09% 125
2013
Q3 		$3.1M Sell
33,993
-400
-1% -$35.3K 0.68% 49
2013
Q2 		$2.78M Buy
+34,393
New +$2.67M 0.65% 58

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Stoneridge Investment Partners's AMP Position: Q4 2014 in Review

Stoneridge Investment Partners sold out of Ameriprise Financial (AMP) in Q4 2014, closing a stake of 4,000 shares — an estimated $494K sold.

Stoneridge Investment Partners first reported a position in AMP in Q2 2013 and held it in 6 quarters. The position peaked at $3.1M in Q3 2013. 639 funds tracked by Wall St. Rank hold AMP as of Q4 2014.

  • Stoneridge Investment Partners reported no remaining Ameriprise Financial position as of Q4 2014 after selling out during the quarter.
  • Stoneridge Investment Partners sold 4,000 Ameriprise Financial shares in Q4 2014, an estimated $494K.
  • Stoneridge Investment Partners first reported a position in Ameriprise Financial in Q2 2013 and held it in 6 quarters.
  • Stoneridge Investment Partners's Ameriprise Financial position peaked at $3.1M in Q3 2013.
  • 639 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2014.

Based on Stoneridge Investment Partners's 13F filing for Q4 2014, filed 26 Jan 2015.