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Brandywine Oak Private Wealth’s Ameriprise Financial AMP Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-40
Closed -$4K – 233
2018
Q4 		$4K Buy
+40
New +$5.02K ﹤0.01% 574

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Brandywine Oak Private Wealth's AMP Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Ameriprise Financial (AMP) in Q1 2019, closing a stake of 40 shares — an estimated $4K sold.

Brandywine Oak Private Wealth first reported a position in AMP in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 761 funds tracked by Wall St. Rank hold AMP as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Ameriprise Financial position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 40 Ameriprise Financial shares in Q1 2019, an estimated $4K.
  • Brandywine Oak Private Wealth first reported a position in Ameriprise Financial in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Ameriprise Financial position peaked at $4K in Q4 2018.
  • 761 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.