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Chicago Equity Partners’s Ameriprise Financial AMP Stock Holding History

Chicago Equity Partners’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 		$609K Sell
5,938
-1,285
-18% -$190K 0.06% 383
2019
Q4 		$1.2M Buy
7,223
+210
+3% +$32.5K 0.07% 402
2019
Q3 		$1.03M Sell
7,013
-10,870
-61% -$1.52M 0.05% 489
2019
Q2 		$2.6M Buy
17,883
+13,670
+324% +$1.98M 0.12% 257
2019
Q1 		$540K Sell
4,213
-8,515
-67% -$1.06M 0.02% 657
2018
Q4 		$1.33M Buy
12,728
+4,318
+51% +$542K 0.05% 431
2018
Q3 		$1.24M Sell
8,410
-20,670
-71% -$2.96M 0.04% 486
2018
Q2 		$4.07M Sell
29,080
-34,160
-54% -$4.84M 0.12% 241
2018
Q1 		$9.36M Buy
63,240
+19,285
+44% +$3.15M 0.3% 90
2017
Q4 		$7.45M Sell
43,955
-1,675
-4% -$268K 0.23% 129
2017
Q3 		$6.78M Sell
45,630
-12,755
-22% -$1.78M 0.21% 137
2017
Q2 		$7.43M Buy
58,385
+50,565
+647% +$6.42M 0.2% 143
2017
Q1 		$1.01M Buy
+7,820
New +$968K 0.03% 458
2016
Q3 		– Sell
-5,230
Closed -$470K – 705
2016
Q2 		$470K Buy
+5,230
New +$505K 0.01% 509
2015
Q2 		– Sell
-3,345
Closed -$438K – 469
2015
Q1 		$438K Buy
3,345
+600
+22% +$79K 0.01% 355
2014
Q4 		$363K Sell
2,745
-90
-3% -$11.4K 0.01% 328
2014
Q3 		$349K Buy
2,835
+385
+16% +$47.2K 0.01% 359
2014
Q2 		$294K Buy
+2,450
New +$274K 0.01% 369

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Chicago Equity Partners's AMP Position: Q1 2020 in Review

Chicago Equity Partners reduced its Ameriprise Financial (AMP) stake by 18% in Q1 2020, selling an estimated $190K and leaving 5,938 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #383.

Chicago Equity Partners first reported a position in AMP in Q2 2014 and has held it in 18 quarters since. The position peaked at $9.36M in Q1 2018. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Chicago Equity Partners held 5,938 shares of Ameriprise Financial worth $609K as of Q1 2020.
  • Chicago Equity Partners sold 1,285 Ameriprise Financial shares in Q1 2020, an estimated $190K.
  • Ameriprise Financial made up 0.06% of Chicago Equity Partners's portfolio in Q1 2020, its #383 holding.
  • Chicago Equity Partners first reported a position in Ameriprise Financial in Q2 2014 and has held it in 18 quarters since.
  • Chicago Equity Partners's Ameriprise Financial position peaked at $9.36M in Q1 2018.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.