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Turner Investments’s Ameriprise Financial AMP Stock Holding History

Turner Investments’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
Q1 		– Sell
-15,400
Closed -$2.04M – 408
2014
Q4 		$2.04M Hold
15,400
– – 0.24% 133
2014
Q3 		$1.9M Hold
15,400
– – 0.11% 261
2014
Q2 		$1.85M Buy
15,400
+4,450
+41% +$498K 0.08% 306
2014
Q1 		$1.21M Sell
10,950
-14,570
-57% -$1.6M 0.03% 433
2013
Q4 		$2.94M Buy
+25,520
New +$2.64M 0.05% 328

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 $3.38T AUM 44.17% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Turner Investments's AMP Position: Q1 2015 in Review

Turner Investments sold out of Ameriprise Financial (AMP) in Q1 2015, closing a stake of 15,400 shares — an estimated $2.04M sold.

Turner Investments first reported a position in AMP in Q4 2013 and held it in 5 quarters. The position peaked at $2.94M in Q4 2013. 680 funds tracked by Wall St. Rank hold AMP as of Q1 2015.

  • Turner Investments reported no remaining Ameriprise Financial position as of Q1 2015 after selling out during the quarter.
  • Turner Investments sold 15,400 Ameriprise Financial shares in Q1 2015, an estimated $2.04M.
  • Turner Investments first reported a position in Ameriprise Financial in Q4 2013 and held it in 5 quarters.
  • Turner Investments's Ameriprise Financial position peaked at $2.94M in Q4 2013.
  • 680 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2015.

Based on Turner Investments's 13F filing for Q1 2015, filed 12 May 2015.