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Barometer Capital Management’s Ameriprise Financial AMP Stock Holding History

Barometer Capital 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
2020
Q1 		– Sell
-2,600
Closed -$433K – 88
2019
Q4 		$433K Buy
+2,600
New +$403K 0.07% 117
2015
Q2 		– Sell
-14,000
Closed -$1.83M – 159
2015
Q1 		$1.83M Buy
+14,000
New +$1.84M 0.14% 70

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 Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Barometer Capital Management's AMP Position: Q1 2020 in Review

Barometer Capital Management sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 2,600 shares — an estimated $433K sold.

Barometer Capital Management first reported a position in AMP in Q1 2015 and held it in 2 quarters. The position peaked at $1.83M in Q1 2015. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Barometer Capital Management reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Barometer Capital Management sold 2,600 Ameriprise Financial shares in Q1 2020, an estimated $433K.
  • Barometer Capital Management first reported a position in Ameriprise Financial in Q1 2015 and held it in 2 quarters.
  • Barometer Capital Management's Ameriprise Financial position peaked at $1.83M in Q1 2015.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Barometer Capital Management's 13F filing for Q1 2020, filed 13 May 2020.