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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
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 $3.37T AUM 44.26% 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 AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brinker Capital's AMP Position: Q2 2020 in Review

Brinker Capital increased its Ameriprise Financial (AMP) stake by 3% in Q2 2020, buying an estimated $21K and bringing the position to 5,564 shares worth $835K. The position accounts for 0.03% of the portfolio, ranked #554.

Brinker Capital first reported a position in AMP in Q4 2016 and has held it in 14 quarters since. The position peaked at $970K in Q2 2019. 756 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

  • Brinker Capital held 5,564 shares of Ameriprise Financial worth $835K as of Q2 2020.
  • Brinker Capital bought 164 Ameriprise Financial shares in Q2 2020, an estimated $21K.
  • Ameriprise Financial made up 0.03% of Brinker Capital's portfolio in Q2 2020, its #554 holding.
  • Brinker Capital first reported a position in Ameriprise Financial in Q4 2016 and has held it in 14 quarters since.
  • Brinker Capital's Ameriprise Financial position peaked at $970K in Q2 2019.
  • 756 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.