FIM
AMP icon

Foresters Investment Management’s Ameriprise Financial AMP Stock Holding History

Foresters Investment 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
2019
Q3 		$11.5M Sell
78,150
-8,400
-10% -$1.18M 0.23% 154
2019
Q2 		$12.6M Sell
86,550
-2,100
-2% -$304K 0.23% 152
2019
Q1 		$11.4M Buy
88,650
+1,400
+2% +$174K 0.2% 167
2018
Q4 		$9.11M Sell
87,250
-188,160
-68% -$23.6M 0.17% 180
2018
Q3 		$40.7M Sell
275,410
-17,370
-6% -$2.49M 0.64% 33
2018
Q2 		$41M Sell
292,780
-64,150
-18% -$9.09M 0.7% 30
2018
Q1 		$52.8M Sell
356,930
-5,800
-2% -$946K 0.88% 19
2017
Q4 		$61.5M Sell
362,730
-2,500
-0.7% -$401K 0.96% 16
2017
Q3 		$54.2M Buy
365,230
+6,100
+2% +$852K 0.88% 19
2017
Q2 		$45.7M Buy
359,130
+2,550
+0.7% +$324K 0.77% 27
2017
Q1 		$46.2M Buy
356,580
+13,900
+4% +$1.72M 0.81% 27
2016
Q4 		$38.4M Buy
342,680
+650
+0.2% +$68.6K 0.68% 39
2016
Q3 		$34.1M Buy
342,030
+8,350
+3% +$809K 0.63% 50
2016
Q2 		$30M Buy
333,680
+8,305
+3% +$802K 0.58% 54
2016
Q1 		$30.6M Hold
325,375
– – 0.62% 56
2015
Q4 		$34.6M Buy
325,375
+5,900
+2% +$659K 0.7% 44
2015
Q3 		$34.9M Buy
319,475
+22,800
+8% +$2.69M 0.74% 43
2015
Q2 		$37.1M Buy
296,675
+3,150
+1% +$402K 0.7% 42
2015
Q1 		$38.4M Buy
293,525
+1,125
+0.4% +$148K 0.74% 36
2014
Q4 		$38.7M Buy
292,400
+2,000
+0.7% +$253K 0.77% 36
2014
Q3 		$35.8M Hold
290,400
– – 0.76% 41
2014
Q2 		$34.8M Buy
290,400
+500
+0.2% +$55.9K 0.72% 50
2014
Q1 		$31.9M Hold
289,900
– – 0.69% 50
2013
Q4 		$33.4M Sell
289,900
-7,800
-3% -$806K 0.72% 45
2013
Q3 		$27.1M Hold
297,700
– – 0.66% 59
2013
Q2 		$24.1M Buy
+297,700
New +$23.1M 0.72% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
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

Foresters Investment Management's AMP Position: Q3 2019 in Review

Foresters Investment Management reduced its Ameriprise Financial (AMP) stake by 9.7% in Q3 2019, selling an estimated $1.18M and leaving 78,150 shares worth $11.5M. The position accounts for 0.23% of the portfolio, ranked #154.

Foresters Investment Management first reported a position in AMP in Q2 2013 and has held it in 26 quarters since. The position peaked at $61.5M in Q4 2017. 754 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

  • Foresters Investment Management held 78,150 shares of Ameriprise Financial worth $11.5M as of Q3 2019.
  • Foresters Investment Management sold 8,400 Ameriprise Financial shares in Q3 2019, an estimated $1.18M.
  • Ameriprise Financial made up 0.23% of Foresters Investment Management's portfolio in Q3 2019, its #154 holding.
  • Foresters Investment Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Ameriprise Financial position peaked at $61.5M in Q4 2017.
  • 754 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.