11A
AMP icon

10-15 Associates’s Ameriprise Financial AMP Stock Holding History

10-15 Associates’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
2020
Q3 		$231K Buy
1,502
+1
+0.1% +$154 0.04% 87
2020
Q2 		$225K Buy
+1,501
New +$192K 0.05% 89
2020
Q1 		– Sell
-1,400
Closed -$233K – 94
2019
Q4 		$233K Buy
+1,400
New +$217K 0.04% 93

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

10-15 Associates's AMP Position: Q3 2020 in Review

10-15 Associates increased its Ameriprise Financial (AMP) stake by 0.07% in Q3 2020, buying an estimated $154 and bringing the position to 1,502 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #87.

10-15 Associates first reported a position in AMP in Q4 2019 and has held it in 3 quarters since. The position peaked at $233K in Q4 2019. 771 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • 10-15 Associates held 1,502 shares of Ameriprise Financial worth $231K as of Q3 2020.
  • 10-15 Associates bought 1 Ameriprise Financial share in Q3 2020, an estimated $154.
  • Ameriprise Financial made up 0.04% of 10-15 Associates's portfolio in Q3 2020, its #87 holding.
  • 10-15 Associates first reported a position in Ameriprise Financial in Q4 2019 and has held it in 3 quarters since.
  • 10-15 Associates's Ameriprise Financial position peaked at $233K in Q4 2019.
  • 771 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on 10-15 Associates's 13F filing for Q3 2020, filed 13 Oct 2020.