Calton & Associates’s Ameriprise Financial AMP Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-207	Closed	-$36K	–	378
2017 Q4	$36K	Buy	+207	New	+$33.2K	0.01%	757

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Calton & Associates's AMP Position: Q1 2018 in Review

Calton & Associates sold out of Ameriprise Financial (AMP) in Q1 2018, closing a stake of 207 shares — an estimated $36K sold.

Calton & Associates first reported a position in AMP in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 810 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

Calton & Associates reported no remaining Ameriprise Financial position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 207 Ameriprise Financial shares in Q1 2018, an estimated $36K.
Calton & Associates first reported a position in Ameriprise Financial in Q4 2017 and held it in 1 quarter.
Calton & Associates's Ameriprise Financial position peaked at $36K in Q4 2017.
810 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.