Essex Savings Bank’s Ameriprise Financial AMP Stock Holding History

Essex Savings Bank’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	-50	Closed	-$7K	–	200
2019 Q2	$7K	Hold	50	–	–	﹤0.01%	678
2019 Q1	$6K	Hold	50	–	–	﹤0.01%	539
2018 Q4	$5K	Buy	+50	New	+$6.28K	﹤0.01%	561

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

Essex Savings Bank's AMP Position: Q3 2019 in Review

Essex Savings Bank sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 50 shares — an estimated $7K sold.

Essex Savings Bank first reported a position in AMP in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2019. 755 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

Essex Savings Bank reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 50 Ameriprise Financial shares in Q3 2019, an estimated $7K.
Essex Savings Bank first reported a position in Ameriprise Financial in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Ameriprise Financial position peaked at $7K in Q2 2019.
755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.