WFG Advisors’s Ameriprise Financial AMP Stock Holding History

WFG 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
2017 Q2	$2K	Hold	19	–	–	﹤0.01%	1398
2017 Q1	$2K	Hold	19	–	–	﹤0.01%	1323
2016 Q4	$2K	Buy	19 +6	+46%	+$634	﹤0.01%	1397
2016 Q3	$1K	Hold	13	–	–	﹤0.01%	1446
2016 Q2	$1K	Hold	13	–	–	﹤0.01%	1430
2016 Q1	$1K	Buy	13 +2	+18%	+$179	﹤0.01%	1390
2015 Q4	$1K	Hold	11	–	–	﹤0.01%	1426
2015 Q3	$1K	Hold	11	–	–	﹤0.01%	1470
2015 Q2	$1K	Hold	11	–	–	﹤0.01%	1546
2015 Q1	$1K	Sell	11 -55	-83%	-$7.25K	﹤0.01%	1610
2014 Q4	$9K	Buy	66 +1	+2%	+$127	﹤0.01%	1490
2014 Q3	$8K	Hold	65	–	–	﹤0.01%	1544
2014 Q2	$8K	Hold	65	–	–	﹤0.01%	1542
2014 Q1	$7K	Sell	65 -32	-33%	-$3.5K	﹤0.01%	1537
2013 Q4	$11K	Hold	97	–	–	﹤0.01%	1539
2013 Q3	$9K	Hold	97	–	–	﹤0.01%	1547
2013 Q2	$8K	Buy	+97	New	+$7.54K	﹤0.01%	1520

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

Norges Bank Oslo, Norway $1T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

WFG Advisors's AMP Position: Q2 2017 in Review

WFG Advisors held its Ameriprise Financial (AMP) position steady in Q2 2017 at 19 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

WFG Advisors first reported a position in AMP in Q2 2013 and has held it in 17 quarters since. The position peaked at $11K in Q4 2013. 697 funds tracked by Wall St. Rank hold AMP as of Q2 2017.

WFG Advisors held 19 shares of Ameriprise Financial worth $2K as of Q2 2017.
WFG Advisors left its Ameriprise Financial share count unchanged in Q2 2017.
Ameriprise Financial made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1398 holding.
WFG Advisors first reported a position in Ameriprise Financial in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Ameriprise Financial position peaked at $11K in Q4 2013.
697 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.