Girard Partners’s Ameriprise Financial AMP Stock Holding History

Girard Partners’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 Q4	–	Sell	-338	Closed	-$49K	–	266
2018 Q3	$49K	Buy	+338	New	+$48.4K	0.01%	451

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Girard Partners's AMP Position: Q4 2018 in Review

Girard Partners sold out of Ameriprise Financial (AMP) in Q4 2018, closing a stake of 338 shares — an estimated $49K sold.

Girard Partners first reported a position in AMP in Q3 2018 and held it in 1 quarter. The position peaked at $49K in Q3 2018. 767 funds tracked by Wall St. Rank hold AMP as of Q4 2018.

Girard Partners reported no remaining Ameriprise Financial position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 338 Ameriprise Financial shares in Q4 2018, an estimated $49K.
Girard Partners first reported a position in Ameriprise Financial in Q3 2018 and held it in 1 quarter.
Girard Partners's Ameriprise Financial position peaked at $49K in Q3 2018.
767 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.