WHG
AMP icon

Westwood Holdings Group’s Ameriprise Financial AMP Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-565,000
Closed -$51.5M – 307
2013
Q3 		$51.5M Sell
565,000
-131,349
-19% -$11.6M 0.44% 92
2013
Q2 		$56.3M Buy
+696,349
New +$54.1M 0.49% 79

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Westwood Holdings Group's AMP Position: Q4 2013 in Review

Westwood Holdings Group sold out of Ameriprise Financial (AMP) in Q4 2013, closing a stake of 565,000 shares — an estimated $51.5M sold.

Westwood Holdings Group first reported a position in AMP in Q2 2013 and held it in 2 quarters. The position peaked at $56.3M in Q2 2013. 580 funds tracked by Wall St. Rank hold AMP as of Q4 2013.

  • Westwood Holdings Group reported no remaining Ameriprise Financial position as of Q4 2013 after selling out during the quarter.
  • Westwood Holdings Group sold 565,000 Ameriprise Financial shares in Q4 2013, an estimated $51.5M.
  • Westwood Holdings Group first reported a position in Ameriprise Financial in Q2 2013 and held it in 2 quarters.
  • Westwood Holdings Group's Ameriprise Financial position peaked at $56.3M in Q2 2013.
  • 580 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2013.

Based on Westwood Holdings Group's 13F filing for Q4 2013, filed 11 Feb 2014.