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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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $564B 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