Doyle Wealth Management’s Ameriprise Financial AMP Stock Holding History

Doyle Wealth Management’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	-165	Closed	-$24K	–	229
2019 Q2	$24K	Buy	+165	New	+$23.9K	﹤0.01%	478
2019 Q1	–	Sell	-165	Closed	-$17K	–	220
2018 Q4	$17K	Buy	+165	New	+$20.7K	﹤0.01%	532

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Doyle Wealth Management's AMP Position: Q3 2019 in Review

Doyle Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 165 shares — an estimated $24K sold.

Doyle Wealth Management first reported a position in AMP in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q2 2019. 754 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

Doyle Wealth Management reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 165 Ameriprise Financial shares in Q3 2019, an estimated $24K.
Doyle Wealth Management first reported a position in Ameriprise Financial in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Ameriprise Financial position peaked at $24K in Q2 2019.
754 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.