Gargoyle Investment Advisor’s Ameriprise Financial AMP Stock Holding History

Gargoyle Investment Advisor’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 Q4	$881K	Hold	5,290	–	–	1.36%	32
2019 Q3	$778K	Hold	5,290	–	–	0.98%	47
2019 Q2	$768K	Hold	5,290	–	–	0.85%	57
2019 Q1	$678K	Hold	5,290	–	–	0.65%	69
2018 Q4	$552K	Buy	+5,290	New	+$664K	0.5%	79
2017 Q3	–	Sell	-25,456	Closed	-$3.24M	–	175
2017 Q2	$3.24M	Sell	25,456 -3,700	-13%	-$470K	1.28%	18
2017 Q1	$3.78M	Sell	29,156 -3,277	-10%	-$406K	1.46%	6
2016 Q4	$3.6M	Buy	32,433 +5,371	+20%	+$567K	1.4%	8
2016 Q3	$2.7M	Hold	27,062	–	–	1.02%	25
2016 Q2	$2.43M	Buy	27,062 +700	+3%	+$67.6K	0.91%	40
2016 Q1	$2.48M	Buy	+26,362	New	+$2.36M	0.84%	47

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

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gargoyle Investment Advisor's AMP Position: Q4 2019 in Review

Gargoyle Investment Advisor held its Ameriprise Financial (AMP) position steady in Q4 2019 at 5,290 shares worth $881K. The position accounts for 1.36% of the portfolio, ranked #32.

Gargoyle Investment Advisor first reported a position in AMP in Q1 2016 and has held it in 11 quarters since. The position peaked at $3.78M in Q1 2017. 827 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

Gargoyle Investment Advisor held 5,290 shares of Ameriprise Financial worth $881K as of Q4 2019.
Gargoyle Investment Advisor left its Ameriprise Financial share count unchanged in Q4 2019.
Ameriprise Financial made up 1.36% of Gargoyle Investment Advisor's portfolio in Q4 2019, its #32 holding.
Gargoyle Investment Advisor first reported a position in Ameriprise Financial in Q1 2016 and has held it in 11 quarters since.
Gargoyle Investment Advisor's Ameriprise Financial position peaked at $3.78M in Q1 2017.
827 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2019, filed 18 Feb 2020.