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Cadence Capital Management’s Ameriprise Financial AMP Stock Holding History

Cadence Capital 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
2020
Q3 		$437K Sell
2,833
-9,088
-76% -$1.4M 0.11% 156
2020
Q2 		$1.79M Sell
11,921
-4,509
-27% -$578K 0.26% 94
2020
Q1 		$1.68M Buy
16,430
+1,426
+10% +$211K 0.29% 92
2019
Q4 		$2.5M Sell
15,004
-1,091
-7% -$169K 0.27% 85
2019
Q3 		$2.37M Sell
16,095
-124
-0.8% -$17.4K 0.34% 97
2019
Q2 		$2.35M Sell
16,219
-1,798
-10% -$260K 0.24% 132
2019
Q1 		$2.31M Sell
18,017
-1,453
-7% -$180K 0.21% 148
2018
Q4 		$2.03M Sell
19,470
-9,228
-32% -$1.16M 0.21% 154
2018
Q3 		$4.24M Buy
28,698
+420
+1% +$60.1K 0.23% 109
2018
Q2 		$3.96M Buy
28,278
+38
+0.1% +$5.39K 0.23% 105
2018
Q1 		$4.18M Sell
28,240
-1,571
-5% -$256K 0.27% 95
2017
Q4 		$5.05M Sell
29,811
-451
-1% -$72.3K 0.32% 87
2017
Q3 		$4.49M Buy
30,262
+172
+0.6% +$24K 0.28% 93
2017
Q2 		$3.83M Buy
30,090
+3,560
+13% +$452K 0.27% 98
2017
Q1 		$3.44M Sell
26,530
-4,272
-14% -$529K 0.24% 104
2016
Q4 		$3.42M Sell
30,802
-69,470
-69% -$7.34M 0.24% 105
2016
Q3 		$10M Buy
100,272
+32,632
+48% +$3.16M 0.73% 38
2016
Q2 		$6.08M Buy
67,640
+24,400
+56% +$2.36M 0.46% 60
2016
Q1 		$4.07M Buy
43,240
+11,780
+37% +$1.06M 0.29% 87
2015
Q4 		$3.35M Buy
+31,460
New +$3.52M 0.22% 123

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cadence Capital Management's AMP Position: Q3 2020 in Review

Cadence Capital Management reduced its Ameriprise Financial (AMP) stake by 76% in Q3 2020, selling an estimated $1.4M and leaving 2,833 shares worth $437K. The position accounts for 0.11% of the portfolio, ranked #156.

Cadence Capital Management first reported a position in AMP in Q4 2015 and has held it in 20 quarters since. The position peaked at $10M in Q3 2016. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • Cadence Capital Management held 2,833 shares of Ameriprise Financial worth $437K as of Q3 2020.
  • Cadence Capital Management sold 9,088 Ameriprise Financial shares in Q3 2020, an estimated $1.4M.
  • Ameriprise Financial made up 0.11% of Cadence Capital Management's portfolio in Q3 2020, its #156 holding.
  • Cadence Capital Management first reported a position in Ameriprise Financial in Q4 2015 and has held it in 20 quarters since.
  • Cadence Capital Management's Ameriprise Financial position peaked at $10M in Q3 2016.
  • 770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.