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TradeWorx’s Ameriprise Financial AMP Stock Holding History

TradeWorx’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
Q2 		– Sell
-2,366
Closed -$260K – 331
2014
Q1 		$260K Buy
+2,366
New +$259K 0.23% 213
2013
Q3 		– Sell
-6,032
Closed -$488K – 413
2013
Q2 		$488K Buy
+6,032
New +$469K 0.21% 154

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TradeWorx's AMP Position: Q2 2014 in Review

TradeWorx sold out of Ameriprise Financial (AMP) in Q2 2014, closing a stake of 2,366 shares — an estimated $260K sold.

TradeWorx first reported a position in AMP in Q2 2013 and held it in 2 quarters. The position peaked at $488K in Q2 2013. 594 funds tracked by Wall St. Rank hold AMP as of Q2 2014.

  • TradeWorx reported no remaining Ameriprise Financial position as of Q2 2014 after selling out during the quarter.
  • TradeWorx sold 2,366 Ameriprise Financial shares in Q2 2014, an estimated $260K.
  • TradeWorx first reported a position in Ameriprise Financial in Q2 2013 and held it in 2 quarters.
  • TradeWorx's Ameriprise Financial position peaked at $488K in Q2 2013.
  • 594 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2014.

Based on TradeWorx's 13F filing for Q2 2014, filed 10 Jul 2014.