Westwood Management Corporation’s Ameriprise Financial AMP Stock Holding History

Westwood Management Corporation’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 Q3	–	Sell	-4,000	Closed	-$359K	–	80
2016 Q2	$359K	Hold	4,000	–	–	0.07%	55
2016 Q1	$376K	Sell	4,000 -3,420	-46%	-$307K	0.07%	59
2015 Q4	$790K	Hold	7,420	–	–	0.15%	38
2015 Q3	$810K	Hold	7,420	–	–	0.15%	41
2015 Q2	$927K	Sell	7,420 -22,200	-75%	-$2.83M	0.16%	43
2015 Q1	$3.88M	Hold	29,620	–	–	0.64%	25
2014 Q4	$3.92M	Hold	29,620	–	–	0.67%	27
2014 Q3	$3.65M	Hold	29,620	–	–	0.65%	28
2014 Q2	$3.55M	Hold	29,620	–	–	0.59%	31
2014 Q1	$3.26M	Hold	29,620	–	–	0.56%	31
2013 Q4	$3.41M	Buy	29,620 +20,200	+214%	+$2.09M	0.57%	31
2013 Q3	$858K	Hold	9,420	–	–	0.16%	49
2013 Q2	$762K	Buy	+9,420	New	+$732K	0.16%	54

Other funds holding AMP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westwood Management Corporation's AMP Position: Q3 2016 in Review

Westwood Management Corporation sold out of Ameriprise Financial (AMP) in Q3 2016, closing a stake of 4,000 shares — an estimated $359K sold.

Westwood Management Corporation first reported a position in AMP in Q2 2013 and held it in 13 quarters. The position peaked at $3.92M in Q4 2014. 632 funds tracked by Wall St. Rank hold AMP as of Q3 2016.

Westwood Management Corporation reported no remaining Ameriprise Financial position as of Q3 2016 after selling out during the quarter.
Westwood Management Corporation sold 4,000 Ameriprise Financial shares in Q3 2016, an estimated $359K.
Westwood Management Corporation first reported a position in Ameriprise Financial in Q2 2013 and held it in 13 quarters.
Westwood Management Corporation's Ameriprise Financial position peaked at $3.92M in Q4 2014.
632 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2016.

Based on Westwood Management Corporation's 13F filing for Q3 2016, filed 18 Oct 2016.