Advisory Research’s Ameriprise Financial AMP Stock Holding History

Advisory Research’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	-1,373	Closed	-$203K	–	366
2018 Q1	$203K	Sell	1,373 -1,761	-56%	-$287K	﹤0.01%	363
2017 Q4	$531K	Sell	3,134 -5,038	-62%	-$807K	0.01%	324
2017 Q3	$1.21M	Buy	+8,172	New	+$1.14M	0.02%	277
2014 Q2	–	Sell	-632	Closed	-$70K	–	343
2014 Q1	$70K	Buy	+632	New	+$69.2K	﹤0.01%	488

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

Advisory Research's AMP Position: Q2 2018 in Review

Advisory Research sold out of Ameriprise Financial (AMP) in Q2 2018, closing a stake of 1,373 shares — an estimated $203K sold.

Advisory Research first reported a position in AMP in Q1 2014 and held it in 4 quarters. The position peaked at $1.21M in Q3 2017. 775 funds tracked by Wall St. Rank hold AMP as of Q2 2018.

Advisory Research reported no remaining Ameriprise Financial position as of Q2 2018 after selling out during the quarter.
Advisory Research sold 1,373 Ameriprise Financial shares in Q2 2018, an estimated $203K.
Advisory Research first reported a position in Ameriprise Financial in Q1 2014 and held it in 4 quarters.
Advisory Research's Ameriprise Financial position peaked at $1.21M in Q3 2017.
775 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2018.

Based on Advisory Research's 13F filing for Q2 2018, filed 14 Aug 2018.