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AllSquare Wealth Management’s Ameriprise Financial AMP Stock Holding History

AllSquare Wealth Management’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
Q1 		– Sell
-190
Closed -$20K – 457
2018
Q4 		$20K Hold
190
– – 0.02% 248
2018
Q3 		$28K Hold
190
– – 0.02% 237
2018
Q2 		$27K Buy
+190
New +$26.9K 0.02% 245

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Norges Bank
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JP Morgan Chase
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllSquare Wealth Management's AMP Position: Q1 2019 in Review

AllSquare Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2019, closing a stake of 190 shares — an estimated $20K sold.

AllSquare Wealth Management first reported a position in AMP in Q2 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 761 funds tracked by Wall St. Rank hold AMP as of Q1 2019.

  • AllSquare Wealth Management reported no remaining Ameriprise Financial position as of Q1 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 190 Ameriprise Financial shares in Q1 2019, an estimated $20K.
  • AllSquare Wealth Management first reported a position in Ameriprise Financial in Q2 2018 and held it in 3 quarters.
  • AllSquare Wealth Management's Ameriprise Financial position peaked at $28K in Q3 2018.
  • 761 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2019.

Based on AllSquare Wealth Management's 13F filing for Q1 2019, filed 7 May 2019.