Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Ameriprise Financial AMP Stock Holding History

Fuller & Thaler Asset 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
2018
Q3 		– Sell
-400
Closed -$56K – 470
2018
Q2 		$56K Hold
400
– – ﹤0.01% 672
2018
Q1 		$59K Sell
400
-200
-33% -$32.6K ﹤0.01% 659
2017
Q4 		$102K Hold
600
– – ﹤0.01% 517
2017
Q3 		$89K Buy
+600
New +$83.8K ﹤0.01% 495
2016
Q4 		– Sell
-2,200
Closed -$219K – 720
2016
Q3 		$219K Buy
2,200
+1,000
+83% +$96.9K ﹤0.01% 327
2016
Q2 		$108K Buy
+1,200
New +$116K ﹤0.01% 458
2015
Q2 		– Sell
-1,050
Closed -$137K – 671
2015
Q1 		$137K Sell
1,050
-200
-16% -$26.3K ﹤0.01% 460
2014
Q4 		$165K Hold
1,250
– – 0.01% 416
2014
Q3 		$154K Sell
1,250
-1,600
-56% -$196K 0.01% 460
2014
Q2 		$342K Sell
2,850
-1,200
-30% -$134K 0.01% 364
2014
Q1 		$446K Buy
4,050
+3,000
+286% +$328K 0.02% 329
2013
Q4 		$121K Hold
1,050
– – 0.01% 488
2013
Q3 		$96K Sell
1,050
-2,100
-67% -$185K 0.01% 509
2013
Q2 		$255K Buy
+3,150
New +$245K 0.02% 332

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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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Fuller & Thaler Asset Management's AMP Position: Q3 2018 in Review

Fuller & Thaler Asset Management sold out of Ameriprise Financial (AMP) in Q3 2018, closing a stake of 400 shares — an estimated $56K sold.

Fuller & Thaler Asset Management first reported a position in AMP in Q2 2013 and held it in 14 quarters. The position peaked at $446K in Q1 2014. 778 funds tracked by Wall St. Rank hold AMP as of Q3 2018.

  • Fuller & Thaler Asset Management reported no remaining Ameriprise Financial position as of Q3 2018 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 400 Ameriprise Financial shares in Q3 2018, an estimated $56K.
  • Fuller & Thaler Asset Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 14 quarters.
  • Fuller & Thaler Asset Management's Ameriprise Financial position peaked at $446K in Q1 2014.
  • 778 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2018.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.