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US Financial Advisors’s Ameriprise Financial AMP Stock Holding History

US Financial Advisors’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
2016
Q1 		– Sell
-33
Closed -$4K – 473
2015
Q4 		$4K Sell
33
-11
-25% -$1.23K ﹤0.01% 390
2015
Q3 		$5K Buy
44
+11
+33% +$1.3K 0.01% 301
2015
Q2 		$4K Hold
33
– – ﹤0.01% 298
2015
Q1 		$4K Hold
33
– – ﹤0.01% 325
2014
Q4 		$4K Buy
+33
New +$4.17K ﹤0.01% 300

Other funds holding AMP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

US Financial Advisors's AMP Position: Q1 2016 in Review

US Financial Advisors sold out of Ameriprise Financial (AMP) in Q1 2016, closing a stake of 33 shares — an estimated $4K sold.

US Financial Advisors first reported a position in AMP in Q4 2014 and held it in 5 quarters. The position peaked at $5K in Q3 2015. 613 funds tracked by Wall St. Rank hold AMP as of Q1 2016.

  • US Financial Advisors reported no remaining Ameriprise Financial position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 33 Ameriprise Financial shares in Q1 2016, an estimated $4K.
  • US Financial Advisors first reported a position in Ameriprise Financial in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Ameriprise Financial position peaked at $5K in Q3 2015.
  • 613 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.