CBT
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Capital Bank & Trust’s Ameriprise Financial AMP Stock Holding History

Capital Bank & Trust’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
Q1 		– Sell
-65
Closed -$11K – 702
2019
Q4 		$11K Sell
65
-47
-42% -$7.28K ﹤0.01% 557
2019
Q3 		$16K Sell
112
-88
-44% -$12.3K ﹤0.01% 516
2019
Q2 		$29K Buy
+200
New +$28.9K ﹤0.01% 477
2019
Q1 		– Sell
-253
Closed -$26K – 677
2018
Q4 		$26K Sell
253
-106
-30% -$13.3K ﹤0.01% 475
2018
Q3 		$53K Buy
359
+220
+158% +$31.5K ﹤0.01% 449
2018
Q2 		$19K Buy
139
+46
+49% +$6.52K ﹤0.01% 492
2018
Q1 		$14K Hold
93
– – ﹤0.01% 491
2017
Q4 		$16K Hold
93
– – ﹤0.01% 519
2017
Q3 		$14K Hold
93
– – ﹤0.01% 480
2017
Q2 		$12K Buy
+93
New +$11.8K ﹤0.01% 459

Other funds holding AMP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return