Capital Guardian Trust’s Ameriprise Financial AMP Stock Holding History

Capital Guardian 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
2018 Q4	–	Sell	-725	Closed	-$107K	–	269
2018 Q3	$107K	Buy	+725	New	+$104K	﹤0.01%	267
2017 Q2	–	Sell	-93	Closed	-$12K	–	216
2017 Q1	$12K	Hold	93	–	–	﹤0.01%	526
2016 Q4	$10K	Sell	93 -12	-11%	-$1.27K	﹤0.01%	572
2016 Q3	$10K	Hold	105	–	–	﹤0.01%	572
2016 Q2	$9K	Hold	105	–	–	﹤0.01%	564
2016 Q1	$10K	Hold	105	–	–	﹤0.01%	597
2015 Q4	$11K	Hold	105	–	–	﹤0.01%	569
2015 Q3	$11K	Hold	105	–	–	﹤0.01%	565
2015 Q2	$13K	Hold	105	–	–	﹤0.01%	546
2015 Q1	$14K	Buy	+105	New	+$13.8K	﹤0.01%	552
2014 Q4	–	Sell	-273	Closed	-$34K	–	543
2014 Q3	$34K	Buy	+273	New	+$33.5K	﹤0.01%	432

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Capital Guardian Trust's AMP Position: Q4 2018 in Review

Capital Guardian Trust sold out of Ameriprise Financial (AMP) in Q4 2018, closing a stake of 725 shares — an estimated $107K sold.

Capital Guardian Trust first reported a position in AMP in Q3 2014 and held it in 11 quarters. The position peaked at $107K in Q3 2018. 768 funds tracked by Wall St. Rank hold AMP as of Q4 2018.

Capital Guardian Trust reported no remaining Ameriprise Financial position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 725 Ameriprise Financial shares in Q4 2018, an estimated $107K.
Capital Guardian Trust first reported a position in Ameriprise Financial in Q3 2014 and held it in 11 quarters.
Capital Guardian Trust's Ameriprise Financial position peaked at $107K in Q3 2018.
768 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.