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Clear Perspective Advisors’s Ameriprise Financial AMP Stock Holding History

Clear Perspective Advisors’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
Q3 		– Sell
-40
Closed -$6K – 156
2018
Q2 		$6K Hold
40
– – ﹤0.01% 404
2018
Q1 		$6K Hold
40
– – ﹤0.01% 389
2017
Q4 		$7K Hold
40
– – 0.01% 363
2017
Q3 		$6K Buy
+40
New +$5.58K ﹤0.01% 372

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Clear Perspective Advisors's AMP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Ameriprise Financial (AMP) in Q3 2018, closing a stake of 40 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in AMP in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2017. 778 funds tracked by Wall St. Rank hold AMP as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Ameriprise Financial position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 40 Ameriprise Financial shares in Q3 2018, an estimated $6K.
  • Clear Perspective Advisors first reported a position in Ameriprise Financial in Q3 2017 and held it in 4 quarters.
  • Clear Perspective Advisors's Ameriprise Financial position peaked at $7K in Q4 2017.
  • 778 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.