Gideon Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Gideon Capital Advisors’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	–	Sell	-5,567	Closed	-$819K	–	261
2019 Q3	$819K	Buy	+5,567	New	+$780K	0.27%	124
2019 Q1	–	Sell	-10,609	Closed	-$1.11M	–	366
2018 Q4	$1.11M	Buy	+10,609	New	+$1.33M	0.45%	62
2018 Q2	–	Sell	-6,877	Closed	-$1.02M	–	360
2018 Q1	$1.02M	Buy	6,877 +1,844	+37%	+$301K	0.63%	19
2017 Q4	$853K	Buy	+5,033	New	+$806K	0.75%	17
2017 Q3	–	Sell	-7,592	Closed	-$966K	–	271
2017 Q2	$966K	Buy	+7,592	New	+$964K	1.06%	7
2017 Q1	–	Sell	-2,689	Closed	-$299K	–	388
2016 Q4	$299K	Buy	+2,689	New	+$284K	0.19%	253
2016 Q3	–	Sell	-10,503	Closed	-$944K	–	183
2016 Q2	$944K	Buy	+10,503	New	+$1.01M	0.55%	60
2016 Q1	–	Sell	-11,723	Closed	-$1.25M	–	139
2015 Q4	$1.25M	Buy	+11,723	New	+$1.31M	0.91%	34
2015 Q3	–	Sell	-4,680	Closed	-$585K	–	215
2015 Q2	$585K	Sell	4,680 -9,322	-67%	-$1.19M	0.24%	126
2015 Q1	$1.83M	Buy	+14,002	New	+$1.84M	0.74%	40
2014 Q2	–	Sell	-44,526	Closed	-$4.9M	–	243
2014 Q1	$4.9M	Buy	+44,526	New	+$4.88M	2.72%	3

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

Gideon Capital Advisors's AMP Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 5,567 shares — an estimated $819K sold.

Gideon Capital Advisors first reported a position in AMP in Q1 2014 and held it in 11 quarters. The position peaked at $4.9M in Q1 2014. 828 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

Gideon Capital Advisors reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 5,567 Ameriprise Financial shares in Q4 2019, an estimated $819K.
Gideon Capital Advisors first reported a position in Ameriprise Financial in Q1 2014 and held it in 11 quarters.
Gideon Capital Advisors's Ameriprise Financial position peaked at $4.9M in Q1 2014.
828 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.