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Clearwater Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-50
Closed -$7K – 200
2018
Q1 		$7K Buy
+50
New +$8.16K ﹤0.01% 501

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearwater Capital Advisors's AMP Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Ameriprise Financial (AMP) in Q2 2018, closing a stake of 50 shares — an estimated $7K sold.

Clearwater Capital Advisors first reported a position in AMP in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 775 funds tracked by Wall St. Rank hold AMP as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Ameriprise Financial position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 50 Ameriprise Financial shares in Q2 2018, an estimated $7K.
  • Clearwater Capital Advisors first reported a position in Ameriprise Financial in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Ameriprise Financial position peaked at $7K in Q1 2018.
  • 775 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.