Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Ameriprise Financial AMP Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2018
Q1 		– Sell
-61
Closed -$10K – 426
2017
Q4 		$10K Sell
61
-70
-53% -$11.2K ﹤0.01% 408
2017
Q3 		$19K Sell
131
-10
-7% -$1.4K ﹤0.01% 409
2017
Q2 		$18K Sell
141
-2,165,760
-100% -$275M ﹤0.01% 411
2017
Q1 		$281M Sell
2,165,901
-648,990
-23% -$80.3M 0.42% 60
2016
Q4 		$312M Sell
2,814,891
-228,486
-8% -$24.1M 0.47% 56
2016
Q3 		$304M Buy
3,043,377
+322,853
+12% +$31.3M 0.46% 53
2016
Q2 		$244M Sell
2,720,524
-90,480
-3% -$8.74M 0.37% 61
2016
Q1 		$264M Buy
2,811,004
+72,101
+3% +$6.46M 0.4% 61
2015
Q4 		$291M Sell
2,738,903
-16,014
-0.6% -$1.79M 0.43% 59
2015
Q3 		$301M Buy
2,754,917
+26,319
+1% +$3.1M 0.46% 56
2015
Q2 		$341M Buy
2,728,598
+111,107
+4% +$14.2M 0.46% 56
2015
Q1 		$342M Sell
2,617,491
-37,288
-1% -$4.91M 0.47% 53
2014
Q4 		$351M Buy
2,654,779
+579,893
+28% +$73.4M 0.47% 56
2014
Q3 		$256M Buy
2,074,886
+33,603
+2% +$4.12M 0.35% 62
2014
Q2 		$245M Buy
2,041,283
+87,292
+4% +$9.76M 0.33% 66
2014
Q1 		$215M Sell
1,953,991
-74,364
-4% -$8.14M 0.31% 68
2013
Q4 		$233M Buy
2,028,355
+19,796
+1% +$2.04M 0.34% 62
2013
Q3 		$183M Buy
2,008,559
+136,152
+7% +$12M 0.29% 67
2013
Q2 		$151M Buy
+1,872,407
New +$146M 0.25% 72

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's AMP Position: Q1 2018 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Ameriprise Financial (AMP) in Q1 2018, closing a stake of 61 shares — an estimated $10K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in AMP in Q2 2013 and held it in 19 quarters. The position peaked at $351M in Q4 2014. 809 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Ameriprise Financial position as of Q1 2018 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 61 Ameriprise Financial shares in Q1 2018, an estimated $10K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Ameriprise Financial in Q2 2013 and held it in 19 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Ameriprise Financial position peaked at $351M in Q4 2014.
  • 809 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2018, filed 14 May 2018.