BIM
AMP icon

Bogle Investment Management’s Ameriprise Financial AMP Stock Holding History

Bogle Investment 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
2017
Q4 		– Sell
-21,288
Closed -$3.16M – 283
2017
Q3 		$3.16M Buy
+21,288
New +$2.97M 0.22% 135
2017
Q2 		– Sell
-73,719
Closed -$9.56M – 292
2017
Q1 		$9.56M Buy
+73,719
New +$9.12M 0.67% 68

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bogle Investment Management's AMP Position: Q4 2017 in Review

Bogle Investment Management sold out of Ameriprise Financial (AMP) in Q4 2017, closing a stake of 21,288 shares — an estimated $3.16M sold.

Bogle Investment Management first reported a position in AMP in Q1 2017 and held it in 2 quarters. The position peaked at $9.56M in Q1 2017. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

  • Bogle Investment Management reported no remaining Ameriprise Financial position as of Q4 2017 after selling out during the quarter.
  • Bogle Investment Management sold 21,288 Ameriprise Financial shares in Q4 2017, an estimated $3.16M.
  • Bogle Investment Management first reported a position in Ameriprise Financial in Q1 2017 and held it in 2 quarters.
  • Bogle Investment Management's Ameriprise Financial position peaked at $9.56M in Q1 2017.
  • 817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on Bogle Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.