YCG LLC’s Ameriprise Financial AMP Stock Holding History

YCG LLC’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	-100	Closed	-$9K	–	81
2013 Q3	$9K	Sell	100 -400	-80%	-$35.3K	﹤0.01%	71
2013 Q2	$40K	Buy	+500	New	+$38.9K	0.02%	61

Other funds holding AMP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

YCG LLC's AMP Position: Q4 2013 in Review

YCG LLC sold out of Ameriprise Financial (AMP) in Q4 2013, closing a stake of 100 shares — an estimated $9K sold.

YCG LLC first reported a position in AMP in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2013. 580 funds tracked by Wall St. Rank hold AMP as of Q4 2013.

YCG LLC reported no remaining Ameriprise Financial position as of Q4 2013 after selling out during the quarter.
YCG LLC sold 100 Ameriprise Financial shares in Q4 2013, an estimated $9K.
YCG LLC first reported a position in Ameriprise Financial in Q2 2013 and held it in 2 quarters.
YCG LLC's Ameriprise Financial position peaked at $40K in Q2 2013.
580 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2013.

Based on YCG LLC's 13F filing for Q4 2013, filed 18 Feb 2014.