Fund Evaluation Group’s Ameriprise Financial AMP Stock Holding History

Fund Evaluation Group’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 Q4	–	Sell	-9,730	Closed	-$1.44M	–	28
2018 Q3	$1.44M	Sell	9,730 -1,510	-13%	-$216K	0.24%	48
2018 Q2	$1.57M	Hold	11,240	–	–	0.25%	42
2018 Q1	$1.66M	Hold	11,240	–	–	0.19%	39
2017 Q4	$1.91M	Buy	+11,240	New	+$1.8M	0.21%	37

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fund Evaluation Group's AMP Position: Q4 2018 in Review

Fund Evaluation Group sold out of Ameriprise Financial (AMP) in Q4 2018, closing a stake of 9,730 shares — an estimated $1.44M sold.

Fund Evaluation Group first reported a position in AMP in Q4 2017 and held it in 4 quarters. The position peaked at $1.91M in Q4 2017. 767 funds tracked by Wall St. Rank hold AMP as of Q4 2018.

Fund Evaluation Group reported no remaining Ameriprise Financial position as of Q4 2018 after selling out during the quarter.
Fund Evaluation Group sold 9,730 Ameriprise Financial shares in Q4 2018, an estimated $1.44M.
Fund Evaluation Group first reported a position in Ameriprise Financial in Q4 2017 and held it in 4 quarters.
Fund Evaluation Group's Ameriprise Financial position peaked at $1.91M in Q4 2017.
767 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2018.

Based on Fund Evaluation Group's 13F filing for Q4 2018, filed 12 Feb 2019.