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Burgundy Asset Management’s Ameriprise Financial AMP Stock Holding History

Burgundy Asset 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
2019
Q2 		– Sell
-224,697
Closed -$28.8M – 104
2019
Q1 		$28.8M Sell
224,697
-2,913
-1% -$362K 0.3% 63
2018
Q4 		$23.8M Buy
+227,610
New +$28.6M 0.25% 67

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Bank of New York Mellon
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Aristotle Capital Management
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AAMU
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Burgundy Asset Management's AMP Position: Q2 2019 in Review

Burgundy Asset Management sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 224,697 shares — an estimated $28.8M sold.

Burgundy Asset Management first reported a position in AMP in Q4 2018 and held it in 2 quarters. The position peaked at $28.8M in Q1 2019. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

  • Burgundy Asset Management reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
  • Burgundy Asset Management sold 224,697 Ameriprise Financial shares in Q2 2019, an estimated $28.8M.
  • Burgundy Asset Management first reported a position in Ameriprise Financial in Q4 2018 and held it in 2 quarters.
  • Burgundy Asset Management's Ameriprise Financial position peaked at $28.8M in Q1 2019.
  • 802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Burgundy Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.