ZCM
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Zebra Capital Management’s Ameriprise Financial AMP Stock Holding History

Zebra Capital Management’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
2014
Q1 		– Sell
-2,774
Closed -$319K – 281
2013
Q4 		$319K Hold
2,774
– – 0.17% 199
2013
Q3 		$253K Buy
2,774
+137
+5% +$12.1K 0.2% 184
2013
Q2 		$213K Buy
+2,637
New +$205K 0.18% 207

Other funds holding AMP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Zebra Capital Management's AMP Position: Q1 2014 in Review

Zebra Capital Management sold out of Ameriprise Financial (AMP) in Q1 2014, closing a stake of 2,774 shares — an estimated $319K sold.

Zebra Capital Management first reported a position in AMP in Q2 2013 and held it in 3 quarters. The position peaked at $319K in Q4 2013. 594 funds tracked by Wall St. Rank hold AMP as of Q1 2014.

  • Zebra Capital Management reported no remaining Ameriprise Financial position as of Q1 2014 after selling out during the quarter.
  • Zebra Capital Management sold 2,774 Ameriprise Financial shares in Q1 2014, an estimated $319K.
  • Zebra Capital Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 3 quarters.
  • Zebra Capital Management's Ameriprise Financial position peaked at $319K in Q4 2013.
  • 594 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2014.

Based on Zebra Capital Management's 13F filing for Q1 2014, filed 6 May 2014.