Amica Retiree Medical Trust’s Ameriprise Financial AMP Stock Holding History

Amica Retiree Medical Trust’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 Q3	–	Sell	-577	Closed	-$84K	–	340
2019 Q2	$84K	Sell	577 -458	-44%	-$66.2K	0.07%	278
2019 Q1	$133K	Hold	1,035	–	–	0.12%	220
2018 Q4	$108K	Hold	1,035	–	–	0.1%	222
2018 Q3	$153K	Hold	1,035	–	–	0.13%	192
2018 Q2	$145K	Hold	1,035	–	–	0.13%	201
2018 Q1	$153K	Hold	1,035	–	–	0.13%	195
2017 Q4	$175K	Hold	1,035	–	–	0.13%	195
2017 Q3	$154K	Hold	1,035	–	–	0.12%	211
2017 Q2	$132K	Hold	1,035	–	–	0.11%	216
2017 Q1	$134K	Hold	1,035	–	–	0.11%	216
2016 Q4	$115K	Hold	1,035	–	–	0.09%	253
2016 Q3	$103K	Hold	1,035	–	–	0.09%	251
2016 Q2	$93K	Hold	1,035	–	–	0.08%	267
2016 Q1	$97K	Buy	+1,035	New	+$92.8K	0.08%	255

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Amica Retiree Medical Trust's AMP Position: Q3 2019 in Review

Amica Retiree Medical Trust sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 577 shares — an estimated $84K sold.

Amica Retiree Medical Trust first reported a position in AMP in Q1 2016 and held it in 14 quarters. The position peaked at $175K in Q4 2017. 755 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

Amica Retiree Medical Trust reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
Amica Retiree Medical Trust sold 577 Ameriprise Financial shares in Q3 2019, an estimated $84K.
Amica Retiree Medical Trust first reported a position in Ameriprise Financial in Q1 2016 and held it in 14 quarters.
Amica Retiree Medical Trust's Ameriprise Financial position peaked at $175K in Q4 2017.
755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2019, filed 12 Nov 2019.