Acorn Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-5	Closed	-$1K	–	531
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	766
2017 Q4	$1K	Buy	+5	New	+$801	﹤0.01%	737

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorn Wealth Advisors's AMP Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Ameriprise Financial (AMP) in Q2 2018, closing a stake of 5 shares — an estimated $1K sold.

Acorn Wealth Advisors first reported a position in AMP in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 775 funds tracked by Wall St. Rank hold AMP as of Q2 2018.

Acorn Wealth Advisors reported no remaining Ameriprise Financial position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 5 Ameriprise Financial shares in Q2 2018, an estimated $1K.
Acorn Wealth Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Ameriprise Financial position peaked at $1K in Q1 2018.
775 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.