Fusion Family Wealth’s Ameriprise Financial AMP Stock Holding History

Fusion Family Wealth’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
2017 Q3	–	Sell	-120	Closed	-$15K	–	230
2017 Q2	$15K	Hold	120	–	–	0.01%	186
2017 Q1	$16K	Buy	+120	New	+$14.9K	0.01%	181

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

Fusion Family Wealth's AMP Position: Q3 2017 in Review

Fusion Family Wealth sold out of Ameriprise Financial (AMP) in Q3 2017, closing a stake of 120 shares — an estimated $15K sold.

Fusion Family Wealth first reported a position in AMP in Q1 2017 and held it in 2 quarters. The position peaked at $16K in Q1 2017. 724 funds tracked by Wall St. Rank hold AMP as of Q3 2017.

Fusion Family Wealth reported no remaining Ameriprise Financial position as of Q3 2017 after selling out during the quarter.
Fusion Family Wealth sold 120 Ameriprise Financial shares in Q3 2017, an estimated $15K.
Fusion Family Wealth first reported a position in Ameriprise Financial in Q1 2017 and held it in 2 quarters.
Fusion Family Wealth's Ameriprise Financial position peaked at $16K in Q1 2017.
724 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.