Darrell & King’s Ameriprise Financial AMP Stock Holding History

Darrell & King’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 Q4	–	Sell	-260,463	Closed	-$38.5M	–	51
2018 Q3	$38.5M	Sell	260,463 -2,368	-0.9%	-$339K	5.46%	3
2018 Q2	$36.8M	Sell	262,831 -9,931	-4%	-$1.41M	5.3%	5
2018 Q1	$40.4M	Sell	272,762 -5,725	-2%	-$934K	5.73%	2
2017 Q4	$47.2M	Sell	278,487 -1,105	-0.4%	-$177K	6.5%	3
2017 Q3	$41.5M	Sell	279,592 -1,722	-0.6%	-$240K	5.94%	3
2017 Q2	$35.8M	Buy	281,314 +5,971	+2%	+$758K	5.37%	6
2017 Q1	$35.7M	Buy	+275,343	New	+$34.1M	5.85%	5

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Darrell & King's AMP Position: Q4 2018 in Review

Darrell & King sold out of Ameriprise Financial (AMP) in Q4 2018, closing a stake of 260,463 shares — an estimated $38.5M sold.

Darrell & King first reported a position in AMP in Q1 2017 and held it in 7 quarters. The position peaked at $47.2M in Q4 2017. 768 funds tracked by Wall St. Rank hold AMP as of Q4 2018.

Darrell & King reported no remaining Ameriprise Financial position as of Q4 2018 after selling out during the quarter.
Darrell & King sold 260,463 Ameriprise Financial shares in Q4 2018, an estimated $38.5M.
Darrell & King first reported a position in Ameriprise Financial in Q1 2017 and held it in 7 quarters.
Darrell & King's Ameriprise Financial position peaked at $47.2M in Q4 2017.
768 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2018.

Based on Darrell & King's 13F filing for Q4 2018, filed 14 Feb 2019.