U.S. Global Investors (USGI)’s Ameriprise Financial AMP Stock Holding History

U.S. Global Investors (USGI)’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
2017 Q4	–	Sell	-4,000	Closed	-$594K	–	121
2017 Q3	$594K	Buy	4,000 +562	+16%	+$78.5K	0.18%	91
2017 Q2	$438K	Sell	3,438 -933	-21%	-$118K	0.15%	105
2017 Q1	$567K	Sell	4,371 -29	-0.7%	-$3.59K	0.27%	81
2016 Q4	$488K	Buy	+4,400	New	+$465K	0.2%	106
2015 Q2	–	Sell	-4,000	Closed	-$523K	–	300
2015 Q1	$523K	Buy	+4,000	New	+$527K	0.15%	136
2014 Q3	–	Sell	-2,000	Closed	-$240K	–	276
2014 Q2	$240K	Buy	+2,000	New	+$224K	0.05%	191
2013 Q3	–	Sell	-3,400	Closed	-$275K	–	315
2013 Q2	$275K	Buy	+3,400	New	+$264K	0.05%	189

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

U.S. Global Investors (USGI)'s AMP Position: Q4 2017 in Review

U.S. Global Investors (USGI) sold out of Ameriprise Financial (AMP) in Q4 2017, closing a stake of 4,000 shares — an estimated $594K sold.

U.S. Global Investors (USGI) first reported a position in AMP in Q2 2013 and held it in 7 quarters. The position peaked at $594K in Q3 2017. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

U.S. Global Investors (USGI) reported no remaining Ameriprise Financial position as of Q4 2017 after selling out during the quarter.
U.S. Global Investors (USGI) sold 4,000 Ameriprise Financial shares in Q4 2017, an estimated $594K.
U.S. Global Investors (USGI) first reported a position in Ameriprise Financial in Q2 2013 and held it in 7 quarters.
U.S. Global Investors (USGI)'s Ameriprise Financial position peaked at $594K in Q3 2017.
817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2017, filed 13 Feb 2018.