Genovese Burford & Brothers Wealth & Retirement Plan Management’s Ameriprise Financial AMP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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	-852	Closed	-$119K	–	106
2018 Q2	$119K	Buy	852 +5	+0.6%	+$709	0.04%	113
2018 Q1	$125K	Buy	847 +4	+0.5%	+$653	0.05%	107
2017 Q4	$143K	Buy	843 +5	+0.6%	+$801	0.37%	54
2017 Q3	$124K	Buy	838 +4	+0.5%	+$559	0.05%	85
2017 Q2	$106K	Buy	834 +6	+0.7%	+$762	0.04%	97
2017 Q1	$108K	Buy	828 +4	+0.5%	+$495	0.04%	96
2016 Q4	$92K	Buy	824 +5	+0.6%	+$528	0.02%	113
2016 Q3	$81K	Buy	819 +46	+6%	+$4.46K	0.03%	120
2016 Q2	$69K	Buy	773 +6	+0.8%	+$580	0.03%	120
2016 Q1	$72K	Buy	767 +6	+0.8%	+$538	0.03%	102
2015 Q4	$81K	Buy	+761	New	+$85K	0.04%	100

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's AMP Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Ameriprise Financial (AMP) in Q3 2018, closing a stake of 852 shares — an estimated $119K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in AMP in Q4 2015 and held it in 11 quarters. The position peaked at $143K in Q4 2017. 779 funds tracked by Wall St. Rank hold AMP as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Ameriprise Financial position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 852 Ameriprise Financial shares in Q3 2018, an estimated $119K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Ameriprise Financial in Q4 2015 and held it in 11 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Ameriprise Financial position peaked at $143K in Q4 2017.
779 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.