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Enlightenment Research’s Ameriprise Financial AMP Stock Holding History

Enlightenment Research’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
2020
Q2 		– Sell
-2,100
Closed -$297K – 88
2020
Q1 		$297K Buy
+2,100
New +$311K 0.32% 95
2019
Q3 		– Sell
-1,600
Closed -$232K – 105
2019
Q2 		$232K Buy
+1,600
New +$231K 0.12% 220
2019
Q1 		– Sell
-300
Closed -$31K – 123
2018
Q4 		$31K Buy
+300
New +$37.7K 0.04% 359

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Enlightenment Research's AMP Position: Q2 2020 in Review

Enlightenment Research sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 2,100 shares — an estimated $297K sold.

Enlightenment Research first reported a position in AMP in Q4 2018 and held it in 3 quarters. The position peaked at $297K in Q1 2020. 755 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

  • Enlightenment Research reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
  • Enlightenment Research sold 2,100 Ameriprise Financial shares in Q2 2020, an estimated $297K.
  • Enlightenment Research first reported a position in Ameriprise Financial in Q4 2018 and held it in 3 quarters.
  • Enlightenment Research's Ameriprise Financial position peaked at $297K in Q1 2020.
  • 755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Enlightenment Research's 13F filing for Q2 2020, filed 6 Aug 2020.