FundX Investment Group’s Ameriprise Financial AMP Stock Holding History

FundX Investment 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
2020 Q1	–	Sell	-1,800	Closed	-$300K	–	35
2019 Q4	$300K	Hold	1,800	–	–	0.08%	52
2019 Q3	$265K	Hold	1,800	–	–	0.09%	42
2019 Q2	$261K	Hold	1,800	–	–	0.11%	43
2019 Q1	$231K	Buy	+1,800	New	+$223K	0.08%	49
2018 Q4	–	Sell	-1,800	Closed	-$266K	–	49
2018 Q3	$266K	Hold	1,800	–	–	0.15%	35
2018 Q2	$252K	Hold	1,800	–	–	0.12%	34
2018 Q1	$266K	Hold	1,800	–	–	0.14%	32
2017 Q4	$305K	Hold	1,800	–	–	0.15%	36
2017 Q3	$267K	Hold	1,800	–	–	0.11%	31
2017 Q2	$229K	Hold	1,800	–	–	0.09%	37
2017 Q1	$233K	Buy	+1,800	New	+$223K	0.1%	44

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LAM

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

FundX Investment Group's AMP Position: Q1 2020 in Review

FundX Investment Group sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 1,800 shares — an estimated $300K sold.

FundX Investment Group first reported a position in AMP in Q1 2017 and held it in 11 quarters. The position peaked at $305K in Q4 2017. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

FundX Investment Group reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 1,800 Ameriprise Financial shares in Q1 2020, an estimated $300K.
FundX Investment Group first reported a position in Ameriprise Financial in Q1 2017 and held it in 11 quarters.
FundX Investment Group's Ameriprise Financial position peaked at $305K in Q4 2017.
705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.