First City Capital Management’s Ameriprise Financial AMP Stock Holding History

First City Capital 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
2021 Q2	–	Sell	-865	Closed	-$217K	–	173
2021 Q1	$217K	Buy	+865	New	+$187K	0.13%	152
2020 Q4	–	Sell	-1,477	Closed	-$247K	–	162
2020 Q3	$247K	Buy	+1,477	New	+$227K	0.09%	168
2018 Q1	–	Sell	-1,191	Closed	-$202K	–	134
2017 Q4	$202K	Buy	+1,191	New	+$191K	0.14%	134
2016 Q2	–	Sell	-1,284	Closed	-$121K	–	153
2016 Q1	$121K	Hold	1,284	–	–	0.08%	174
2015 Q4	$137K	Hold	1,284	–	–	0.09%	170
2015 Q3	$140K	Hold	1,284	–	–	0.1%	163
2015 Q2	$160K	Buy	1,284 +23	+2%	+$2.93K	0.11%	161
2015 Q1	$165K	Hold	1,261	–	–	0.11%	156
2014 Q4	$167K	Hold	1,261	–	–	0.12%	152
2014 Q3	$156K	Hold	1,261	–	–	0.11%	160
2014 Q2	$151K	Hold	1,261	–	–	0.11%	162
2014 Q1	$139K	Buy	+1,261	New	+$138K	0.1%	170

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

First City Capital Management's AMP Position: Q2 2021 in Review

First City Capital Management sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 865 shares — an estimated $217K sold.

First City Capital Management first reported a position in AMP in Q1 2014 and held it in 12 quarters. The position peaked at $247K in Q3 2020. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

First City Capital Management reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
First City Capital Management sold 865 Ameriprise Financial shares in Q2 2021, an estimated $217K.
First City Capital Management first reported a position in Ameriprise Financial in Q1 2014 and held it in 12 quarters.
First City Capital Management's Ameriprise Financial position peaked at $247K in Q3 2020.
891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on First City Capital Management's 13F filing for Q2 2021, filed 13 Aug 2021.