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CA
Cornerstone Advisors’s
Ameriprise Financial
AMP
Stock Holding History
Cornerstone Advisors’s Portfolio
AMP Stock Details
AMP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-13,500
Closed
-$1.99M
–
226
2018
Q3
$1.99M
Buy
13,500
+3,500
+35%
+$501K
0.14%
158
2018
Q2
$1.4M
Hold
10,000
–
–
0.17%
132
2018
Q1
$1.48M
Buy
+10,000
New
+$1.63M
0.18%
143
2016
Q1
–
Sell
-2,000
Closed
-$213K
–
204
2015
Q4
$213K
Sell
2,000
-2,000
-50%
-$224K
0.05%
208
2015
Q3
$437K
Hold
4,000
–
–
0.1%
176
2015
Q2
$500K
Hold
4,000
–
–
0.11%
163
2015
Q1
$523K
Buy
4,000
+2,000
+100%
+$263K
0.11%
174
2014
Q4
$265K
Buy
+2,000
New
+$253K
0.05%
239
2014
Q1
–
Sell
-2,500
Closed
-$288K
–
267
2013
Q4
$288K
Hold
2,500
–
–
0.07%
225
2013
Q3
$228K
Hold
2,500
–
–
0.07%
212
2013
Q2
$202K
Buy
+2,500
New
+$194K
0.08%
191
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Norges Bank
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$935B AUM
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Aristotle Capital Management
Los Angeles, California
$47.8B AUM
13.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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