Windsor Financial Group’s Ameriprise Financial AMP Stock Holding History

Windsor Financial 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
2017 Q2	$471K	Hold	3,702	–	–	0.22%	50
2017 Q1	$480K	Hold	3,702	–	–	0.22%	52
2016 Q4	$411K	Hold	3,702	–	–	0.19%	56
2016 Q3	$369K	Hold	3,702	–	–	0.17%	58
2016 Q2	$333K	Hold	3,702	–	–	0.15%	61
2016 Q1	$348K	Hold	3,702	–	–	0.16%	61
2015 Q4	$394K	Hold	3,702	–	–	0.19%	61
2015 Q3	$404K	Hold	3,702	–	–	0.19%	58
2015 Q2	$462K	Hold	3,702	–	–	0.2%	64
2015 Q1	$484K	Hold	3,702	–	–	0.22%	63
2014 Q4	$490K	Hold	3,702	–	–	0.23%	60
2014 Q3	$457K	Hold	3,702	–	–	0.22%	63
2014 Q2	$444K	Hold	3,702	–	–	0.22%	61
2014 Q1	$407K	Hold	3,702	–	–	0.21%	62
2013 Q4	$426K	Hold	3,702	–	–	0.24%	61
2013 Q3	$337K	Hold	3,702	–	–	0.2%	62
2013 Q2	$299K	Buy	+3,702	New	+$288K	0.19%	60

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Windsor Financial Group's AMP Position: Q2 2017 in Review

Windsor Financial Group held its Ameriprise Financial (AMP) position steady in Q2 2017 at 3,702 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #50.

Windsor Financial Group first reported a position in AMP in Q2 2013 and has held it in 17 quarters since. The position peaked at $490K in Q4 2014. 697 funds tracked by Wall St. Rank hold AMP as of Q2 2017.

Windsor Financial Group held 3,702 shares of Ameriprise Financial worth $471K as of Q2 2017.
Windsor Financial Group left its Ameriprise Financial share count unchanged in Q2 2017.
Ameriprise Financial made up 0.22% of Windsor Financial Group's portfolio in Q2 2017, its #50 holding.
Windsor Financial Group first reported a position in Ameriprise Financial in Q2 2013 and has held it in 17 quarters since.
Windsor Financial Group's Ameriprise Financial position peaked at $490K in Q4 2014.
697 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.