FormulaFolio Investments’s Ameriprise Financial AMP Stock Holding History

FormulaFolio Investments’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	-2,651	Closed	-$385K	–	340
2019 Q2	$385K	Sell	2,651 -151	-5%	-$21.8K	0.02%	230
2019 Q1	$359K	Sell	2,802 -2,172	-44%	-$270K	0.02%	241
2018 Q4	$735K	Hold	4,974	–	–	0.03%	174
2018 Q3	$735K	Sell	4,974 -219	-4%	-$31.3K	0.03%	174
2018 Q2	$726K	Buy	+5,193	New	+$736K	0.03%	165
2018 Q1	–	Sell	-4,527	Closed	-$767K	–	272
2017 Q4	$767K	Buy	+4,527	New	+$725K	0.05%	126
2017 Q3	–	Sell	-7,401	Closed	-$942K	–	220
2017 Q2	$942K	Buy	7,401 +2,531	+52%	+$321K	0.09%	73
2017 Q1	$631K	Buy	+4,870	New	+$603K	0.07%	97

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

FormulaFolio Investments's AMP Position: Q3 2019 in Review

FormulaFolio Investments sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 2,651 shares — an estimated $385K sold.

FormulaFolio Investments first reported a position in AMP in Q1 2017 and held it in 8 quarters. The position peaked at $942K in Q2 2017. 755 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

FormulaFolio Investments reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
FormulaFolio Investments sold 2,651 Ameriprise Financial shares in Q3 2019, an estimated $385K.
FormulaFolio Investments first reported a position in Ameriprise Financial in Q1 2017 and held it in 8 quarters.
FormulaFolio Investments's Ameriprise Financial position peaked at $942K in Q2 2017.
755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on FormulaFolio Investments's 13F filing for Q3 2019, filed 23 Oct 2019.