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Advisor Group’s Ameriprise Financial AMP Stock Holding History

Advisor Group’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
2019
Q4 		$1.83M Sell
10,987
-5,096
-32% -$790K 0.01% 855
2019
Q3 		$2.37M Buy
16,083
+1,375
+9% +$193K 0.02% 696
2019
Q2 		$2.14M Buy
14,708
+1,317
+10% +$190K 0.02% 729
2019
Q1 		$1.72M Sell
13,391
-4,751
-26% -$590K 0.01% 780
2018
Q4 		$1.9M Buy
18,142
+2,100
+13% +$264K 0.02% 656
2018
Q3 		$2.38M Buy
16,042
+6,844
+74% +$979K 0.02% 578
2018
Q2 		$1.29M Sell
9,198
-1,106
-11% -$157K 0.02% 738
2018
Q1 		$1.53M Sell
10,304
-1,889
-15% -$308K 0.02% 665
2017
Q4 		$2.07M Buy
12,193
+1,748
+17% +$280K 0.03% 552
2017
Q3 		$1.55M Buy
10,445
+1,648
+19% +$230K 0.02% 599
2017
Q2 		$1.12M Buy
8,797
+799
+10% +$101K 0.02% 698
2017
Q1 		$1.04M Buy
7,998
+508
+7% +$62.9K 0.02% 692
2016
Q4 		$832K Buy
7,490
+3,727
+99% +$394K 0.02% 737
2016
Q3 		$375K Buy
3,763
+352
+10% +$34.1K 0.01% 1132
2016
Q2 		$305K Buy
+3,411
New +$330K 0.01% 1194

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Advisor Group's AMP Position: Q4 2019 in Review

Advisor Group reduced its Ameriprise Financial (AMP) stake by 32% in Q4 2019, selling an estimated $790K and leaving 10,987 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #855.

Advisor Group first reported a position in AMP in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.38M in Q3 2018. 828 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

  • Advisor Group held 10,987 shares of Ameriprise Financial worth $1.83M as of Q4 2019.
  • Advisor Group sold 5,096 Ameriprise Financial shares in Q4 2019, an estimated $790K.
  • Ameriprise Financial made up 0.01% of Advisor Group's portfolio in Q4 2019, its #855 holding.
  • Advisor Group first reported a position in Ameriprise Financial in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Ameriprise Financial position peaked at $2.38M in Q3 2018.
  • 828 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.