First Allied Advisory Services’s Ameriprise Financial AMP Stock Holding History

First Allied Advisory Services’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 Q3	$236K	Sell	1,533 -298	-16%	-$45.9K	0.01%	998
2020 Q2	$275K	Buy	+1,831	New	+$235K	0.01%	871
2018 Q4	–	Sell	-6,272	Closed	-$919K	–	1073
2018 Q3	$919K	Buy	+6,272	New	+$898K	0.03%	490
2018 Q2	–	Sell	-2,861	Closed	-$421K	–	1152
2018 Q1	$421K	Buy	2,861 +200	+8%	+$32.6K	0.02%	732
2017 Q4	$453K	Buy	2,661 +876	+49%	+$140K	0.02%	694
2017 Q3	$261K	Sell	1,785 -74	-4%	-$10.3K	0.01%	880
2017 Q2	$242K	Buy	1,859 +353	+23%	+$44.8K	0.01%	942
2017 Q1	$244K	Buy	+1,506	New	+$186K	0.01%	882
2016 Q2	–	Sell	-2,216	Closed	-$210K	–	1037
2016 Q1	$210K	Buy	2,216 +194	+10%	+$17.4K	0.01%	886
2015 Q4	$213K	Buy	2,022 +84	+4%	+$9.39K	0.01%	938
2015 Q3	$216K	Sell	1,938 -126	-6%	-$14.9K	0.01%	884
2015 Q2	$251K	Buy	2,064 +55	+3%	+$7.01K	0.01%	905
2015 Q1	$261K	Buy	+2,009	New	+$265K	0.02%	842

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Allied Advisory Services's AMP Position: Q3 2020 in Review

First Allied Advisory Services reduced its Ameriprise Financial (AMP) stake by 16% in Q3 2020, selling an estimated $45.9K and leaving 1,533 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #998.

First Allied Advisory Services first reported a position in AMP in Q1 2015 and has held it in 13 quarters since. The position peaked at $919K in Q3 2018. 771 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

First Allied Advisory Services held 1,533 shares of Ameriprise Financial worth $236K as of Q3 2020.
First Allied Advisory Services sold 298 Ameriprise Financial shares in Q3 2020, an estimated $45.9K.
Ameriprise Financial made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #998 holding.
First Allied Advisory Services first reported a position in Ameriprise Financial in Q1 2015 and has held it in 13 quarters since.
First Allied Advisory Services's Ameriprise Financial position peaked at $919K in Q3 2018.
771 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.