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First Mercantile Trust’s Ameriprise Financial AMP Stock Holding History

First Mercantile Trust’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
-1,055
Closed -$245K – 859
2021
Q1 		$245K Sell
1,055
-883
-46% -$191K 0.03% 358
2020
Q4 		$377K Sell
1,938
-145
-7% -$26K 0.04% 245
2020
Q3 		$382K Sell
2,083
-205
-9% -$31.6K 0.05% 219
2020
Q2 		$344K Buy
2,288
+174
+8% +$22.3K 0.04% 247
2020
Q1 		$216K Buy
2,114
+232
+12% +$34.4K 0.03% 321
2019
Q4 		$314K Buy
1,882
+37
+2% +$5.73K 0.04% 327
2019
Q3 		$271K Buy
1,845
+45
+3% +$6.31K 0.03% 386
2019
Q2 		$261K Sell
1,800
-173
-9% -$25K 0.03% 357
2019
Q1 		$253K Buy
1,973
+333
+20% +$41.3K 0.06% 379
2018
Q4 		$171K Buy
1,640
+510
+45% +$64K 0.04% 478
2018
Q3 		$167K Sell
1,130
-60
-5% -$8.59K 0.03% 563
2018
Q2 		$166K Buy
+1,190
New +$169K 0.03% 562
2017
Q2 		– Sell
-2,100
Closed -$272K – 812
2017
Q1 		$272K Sell
2,100
-1,300
-38% -$161K 0.04% 517
2016
Q4 		$377K Sell
3,400
-200
-6% -$21.1K 0.06% 430
2016
Q3 		$359K Buy
3,600
+400
+13% +$38.8K 0.05% 466
2016
Q2 		$288K Buy
+3,200
New +$309K 0.04% 559
2016
Q1 		– Sell
-8,680
Closed -$924K – 864
2015
Q4 		$924K Sell
8,680
-600
-6% -$67.1K 0.09% 273
2015
Q3 		$1.01M Hold
9,280
– – 0.1% 273
2015
Q2 		$1.16M Sell
9,280
-1,049
-10% -$134K 0.1% 274
2015
Q1 		$1.35M Hold
10,329
– – 0.11% 236
2014
Q4 		$1.37M Sell
10,329
-600
-5% -$75.9K 0.11% 233
2014
Q3 		$1.35M Sell
10,929
-2,100
-16% -$258K 0.11% 237
2014
Q2 		$1.56M Hold
13,029
– – 0.12% 221
2014
Q1 		$1.43M Sell
13,029
-3,000
-19% -$328K 0.1% 265
2013
Q4 		$1.84M Sell
16,029
-675
-4% -$69.7K 0.14% 181
2013
Q3 		$1.52M Sell
16,704
-1,675
-9% -$148K 0.12% 226
2013
Q2 		$1.49M Buy
+18,379
New +$1.43M 0.13% 223

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

First Mercantile Trust's AMP Position: Q2 2021 in Review

First Mercantile Trust sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 1,055 shares — an estimated $245K sold.

First Mercantile Trust first reported a position in AMP in Q2 2013 and held it in 27 quarters. The position peaked at $1.84M in Q4 2013. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • First Mercantile Trust reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • First Mercantile Trust sold 1,055 Ameriprise Financial shares in Q2 2021, an estimated $245K.
  • First Mercantile Trust first reported a position in Ameriprise Financial in Q2 2013 and held it in 27 quarters.
  • First Mercantile Trust's Ameriprise Financial position peaked at $1.84M in Q4 2013.
  • 891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on First Mercantile Trust's 13F filing for Q2 2021, filed 10 Aug 2021.