TSWM
AMP icon

Triangle Securities Wealth Management’s Ameriprise Financial AMP Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-35
Closed -$3K – 133
2013
Q2 		$3K Buy
+35
New +$2.72K ﹤0.01% 483

Other funds holding AMP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Triangle Securities Wealth Management's AMP Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2013, closing a stake of 35 shares — an estimated $3K sold.

Triangle Securities Wealth Management first reported a position in AMP in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 524 funds tracked by Wall St. Rank hold AMP as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Ameriprise Financial position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 35 Ameriprise Financial shares in Q3 2013, an estimated $3K.
  • Triangle Securities Wealth Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Ameriprise Financial position peaked at $3K in Q2 2013.
  • 524 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.