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Arden Trust’s Ameriprise Financial AMP Stock Holding History

Arden 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
2020
Q2 		– Sell
-1,296
Closed -$133K – 338
2020
Q1 		$133K Sell
1,296
-775
-37% -$115K 0.03% 341
2019
Q4 		$345K Sell
2,071
-51
-2% -$7.9K 0.05% 254
2019
Q3 		$312K Sell
2,122
-32
-1% -$4.48K 0.05% 281
2019
Q2 		$312K Sell
2,154
-96
-4% -$13.9K 0.05% 265
2019
Q1 		$288K Sell
2,250
-137
-6% -$17K 0.05% 290
2018
Q4 		$249K Buy
2,387
+191
+9% +$24K 0.04% 285
2018
Q3 		$324K Buy
2,196
+533
+32% +$76.3K 0.05% 282
2018
Q2 		$233K Buy
1,663
+290
+21% +$41.1K 0.04% 327
2018
Q1 		$203K Sell
1,373
-2,894
-68% -$472K 0.03% 355
2017
Q4 		$723K Sell
4,267
-6
-0.1% -$961 0.11% 174
2017
Q3 		$634K Sell
4,273
-535
-11% -$74.7K 0.1% 198
2017
Q2 		$612K Sell
4,808
-252
-5% -$32K 0.09% 207
2017
Q1 		$656K Buy
5,060
+2,160
+74% +$267K 0.1% 183
2016
Q4 		$322K Buy
2,900
+466
+19% +$49.2K 0.05% 267
2016
Q3 		$242K Sell
2,434
-11,635
-83% -$1.13M 0.04% 291
2016
Q2 		$1.26M Sell
14,069
-401
-3% -$38.7K 0.1% 204
2016
Q1 		$1.36M Buy
14,470
+3,642
+34% +$327K 0.11% 191
2015
Q4 		$1.15M Sell
10,828
-412
-4% -$46K 0.1% 213
2015
Q3 		$1.23M Buy
+11,240
New +$1.33M 0.1% 221
2014
Q1 		– Sell
-1,781
Closed -$205K – 327
2013
Q4 		$205K Buy
+1,781
New +$184K 0.02% 307

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 $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arden Trust's AMP Position: Q2 2020 in Review

Arden Trust sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 1,296 shares — an estimated $133K sold.

Arden Trust first reported a position in AMP in Q4 2013 and held it in 20 quarters. The position peaked at $1.36M in Q1 2016. 756 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

  • Arden Trust reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
  • Arden Trust sold 1,296 Ameriprise Financial shares in Q2 2020, an estimated $133K.
  • Arden Trust first reported a position in Ameriprise Financial in Q4 2013 and held it in 20 quarters.
  • Arden Trust's Ameriprise Financial position peaked at $1.36M in Q1 2016.
  • 756 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.