Brinker Capital’s Ameriprise Financial AMP Stock Holding History

Brinker Capital’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	$835K	Buy	5,564 +164	+3%	+$21K	0.03%	554
2020 Q1	$553K	Buy	5,400 +415	+8%	+$61.5K	0.02%	609
2019 Q4	$830K	Sell	4,985 -126	-2%	-$19.5K	0.03%	563
2019 Q3	$752K	Sell	5,111 -1,574	-24%	-$221K	0.03%	580
2019 Q2	$970K	Buy	6,685 +2,438	+57%	+$352K	0.04%	482
2019 Q1	$544K	Sell	4,247 -33	-0.8%	-$4.1K	0.02%	654
2018 Q4	$447K	Sell	4,280 -117	-3%	-$14.7K	0.02%	633
2018 Q3	$649K	Sell	4,397 -79	-2%	-$11.3K	0.02%	632
2018 Q2	$626K	Sell	4,476 -142	-3%	-$20.1K	0.02%	638
2018 Q1	$683K	Sell	4,618 -323	-7%	-$52.7K	0.03%	603
2017 Q4	$837K	Sell	4,941 -90	-2%	-$14.4K	0.03%	507
2017 Q3	$747K	Buy	+5,031	New	+$702K	0.03%	518
2017 Q2	–	Sell	-5,097	Closed	-$661K	–	651
2017 Q1	$661K	Buy	5,097 +48	+1%	+$5.94K	0.03%	521
2016 Q4	$560K	Buy	+5,049	New	+$533K	0.03%	432

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return