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Alera Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-159
Closed -$20K – 123
2019
Q1 		$20K Buy
159
+80
+101% +$9.93K 0.01% 290
2018
Q4 		$8K Buy
+79
New +$9.92K ﹤0.01% 478

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Alera Investment Advisors's AMP Position: Q2 2019 in Review

Alera Investment Advisors sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 159 shares — an estimated $20K sold.

Alera Investment Advisors first reported a position in AMP in Q4 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2019. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

  • Alera Investment Advisors reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 159 Ameriprise Financial shares in Q2 2019, an estimated $20K.
  • Alera Investment Advisors first reported a position in Ameriprise Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Ameriprise Financial position peaked at $20K in Q1 2019.
  • 802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.