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Cornerstone Advisors (Washington)’s Ameriprise Financial AMP Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-541
Closed -$79K – 819
2019
Q2 		$79K Buy
541
+71
+15% +$10.3K 0.01% 296
2019
Q1 		$60K Buy
470
+112
+31% +$13.9K 0.01% 312
2018
Q4 		$37K Buy
358
+30
+9% +$3.77K 0.01% 359
2018
Q3 		$48K Hold
328
– – 0.03% 325
2018
Q2 		$46K Buy
328
+14
+4% +$1.98K 0.03% 312
2018
Q1 		$46K Hold
314
– – 0.03% 304
2017
Q4 		$53K Hold
314
– – 0.04% 265
2017
Q3 		$47K Hold
314
– – 0.03% 282
2017
Q2 		$40K Hold
314
– – 0.02% 316
2017
Q1 		$41K Hold
314
– – 0.02% 306
2016
Q4 		$35K Sell
314
-11
-3% -$1.16K 0.03% 334
2016
Q3 		$32K Buy
325
+202
+164% +$19.6K 0.03% 345
2016
Q2 		$11K Buy
123
+18
+17% +$1.74K 0.01% 397
2016
Q1 		$10K Buy
105
+88
+518% +$7.89K 0.01% 414
2015
Q4 		$2K Hold
17
– – ﹤0.01% 694
2015
Q3 		$2K Buy
17
+3
+21% +$354 ﹤0.01% 687
2015
Q2 		$2K Hold
14
– – ﹤0.01% 556
2015
Q1 		$2K Sell
14
-16
-53% -$2.11K ﹤0.01% 576
2014
Q4 		$4K Buy
30
+16
+114% +$2.02K ﹤0.01% 411
2014
Q3 		$2K Sell
14
-5
-26% -$614 ﹤0.01% 373
2014
Q2 		$2K Buy
19
+14
+280% +$1.57K ﹤0.01% 411
2014
Q1 		$1K Buy
+5
New +$547 ﹤0.01% 449

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Cornerstone Advisors (Washington)'s AMP Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 541 shares — an estimated $79K sold.

Cornerstone Advisors (Washington) first reported a position in AMP in Q1 2014 and held it in 22 quarters. The position peaked at $79K in Q2 2019. 755 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 541 Ameriprise Financial shares in Q3 2019, an estimated $79K.
  • Cornerstone Advisors (Washington) first reported a position in Ameriprise Financial in Q1 2014 and held it in 22 quarters.
  • Cornerstone Advisors (Washington)'s Ameriprise Financial position peaked at $79K in Q2 2019.
  • 755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.