Yorktown Management & Research Company’s Ameriprise Financial AMP Stock Holding History

Yorktown Management & Research Company’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 Q4	–	Sell	-6,700	Closed	-$995K	–	367
2017 Q3	$995K	Buy	6,700 +2,400	+56%	+$335K	0.26%	67
2017 Q2	$547K	Hold	4,300	–	–	0.17%	67
2017 Q1	$557K	Hold	4,300	–	–	0.15%	97
2016 Q4	$477K	Buy	4,300 +1,300	+43%	+$137K	0.12%	96
2016 Q3	$299K	Hold	3,000	–	–	0.07%	165
2016 Q2	$270K	Buy	+3,000	New	+$290K	0.06%	199

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Yorktown Management & Research Company's AMP Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of Ameriprise Financial (AMP) in Q4 2017, closing a stake of 6,700 shares — an estimated $995K sold.

Yorktown Management & Research Company first reported a position in AMP in Q2 2016 and held it in 6 quarters. The position peaked at $995K in Q3 2017. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

Yorktown Management & Research Company reported no remaining Ameriprise Financial position as of Q4 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 6,700 Ameriprise Financial shares in Q4 2017, an estimated $995K.
Yorktown Management & Research Company first reported a position in Ameriprise Financial in Q2 2016 and held it in 6 quarters.
Yorktown Management & Research Company's Ameriprise Financial position peaked at $995K in Q3 2017.
817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.