BCMO
AMP icon

Buckingham Capital Management (Ohio)’s Ameriprise Financial AMP Stock Holding History

Buckingham Capital Management (Ohio)’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 		– Sell
-8,121
Closed -$832K – 117
2020
Q1 		$832K Sell
8,121
-1,762
-18% -$261K 0.21% 74
2019
Q4 		$1.65M Sell
9,883
-247
-2% -$38.3K 0.29% 71
2019
Q3 		$1.49M Sell
10,130
-530
-5% -$74.3K 0.28% 76
2019
Q2 		$1.55M Sell
10,660
-160
-1% -$23.1K 0.29% 76
2019
Q1 		$1.39M Buy
10,820
+375
+4% +$46.5K 0.27% 81
2018
Q4 		$1.09M Sell
10,445
-410
-4% -$51.5K 0.24% 83
2018
Q3 		$1.6M Buy
10,855
+30
+0.3% +$4.29K 0.31% 75
2018
Q2 		$1.51M Sell
10,825
-615
-5% -$87.2K 0.31% 75
2018
Q1 		$1.69M Sell
11,440
-365
-3% -$59.5K 0.35% 72
2017
Q4 		$2M Sell
11,805
-385
-3% -$61.7K 0.42% 69
2017
Q3 		$1.81M Buy
12,190
+420
+4% +$58.6K 0.4% 72
2017
Q2 		$1.5M Sell
11,770
-110
-0.9% -$14K 0.35% 77
2017
Q1 		$1.54M Sell
11,880
-1,040
-8% -$129K 0.36% 77
2016
Q4 		$1.43M Sell
12,920
-1,385
-10% -$146K 0.36% 78
2016
Q3 		$1.43M Sell
14,305
-704
-5% -$68.2K 0.36% 80
2016
Q2 		$1.35M Sell
15,009
-743
-5% -$71.8K 0.36% 80
2016
Q1 		$1.48M Buy
15,752
+503
+3% +$45.1K 0.4% 77
2015
Q4 		$1.62M Buy
15,249
+919
+6% +$103K 0.45% 61
2015
Q3 		$1.56M Buy
14,330
+4,952
+53% +$584K 0.46% 63
2015
Q2 		$1.18M Buy
9,378
+781
+9% +$99.6K 0.33% 88
2015
Q1 		$1.13M Buy
8,597
+661
+8% +$87.1K 0.32% 94
2014
Q4 		$1.05M Sell
7,936
-1,002
-11% -$127K 0.31% 99
2014
Q3 		$1.1M Sell
8,938
-723
-7% -$88.7K 0.34% 95
2014
Q2 		$1.16M Sell
9,661
-215
-2% -$24K 0.37% 88
2014
Q1 		$1.09M Sell
9,876
-655
-6% -$71.7K 0.36% 89
2013
Q4 		$1.21M Sell
10,531
-367
-3% -$37.9K 0.43% 73
2013
Q3 		$996K Sell
10,898
-170
-2% -$15K 0.4% 83
2013
Q2 		$895K Buy
+11,068
New +$860K 0.37% 85

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

Buckingham Capital Management (Ohio)'s AMP Position: Q2 2020 in Review

Buckingham Capital Management (Ohio) sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 8,121 shares — an estimated $832K sold.

Buckingham Capital Management (Ohio) first reported a position in AMP in Q2 2013 and held it in 28 quarters. The position peaked at $2M in Q4 2017. 756 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

  • Buckingham Capital Management (Ohio) reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 8,121 Ameriprise Financial shares in Q2 2020, an estimated $832K.
  • Buckingham Capital Management (Ohio) first reported a position in Ameriprise Financial in Q2 2013 and held it in 28 quarters.
  • Buckingham Capital Management (Ohio)'s Ameriprise Financial position peaked at $2M in Q4 2017.
  • 756 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q2 2020, filed 20 Jul 2020.