GM Advisory Group’s Ameriprise Financial AMP Stock Holding History

GM Advisory Group’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	-1,416	Closed	-$209K	–	104
2018 Q3	$209K	Buy	+1,416	New	+$203K	0.07%	106
2018 Q2	–	Sell	-1,656	Closed	-$245K	–	126
2018 Q1	$245K	Sell	1,656 -95	-5%	-$15.5K	0.07%	104
2017 Q4	$297K	Sell	1,751 -3	-0.2%	-$481	0.08%	94
2017 Q3	$260K	Hold	1,754	–	–	0.08%	95
2017 Q2	$223K	Buy	1,754 +2	+0.1%	+$254	0.07%	102
2017 Q1	$227K	Buy	+1,752	New	+$217K	0.08%	91
2015 Q1	–	Sell	-1,698	Closed	-$225K	–	43
2014 Q4	$225K	Sell	1,698 -20	-1%	-$2.53K	0.12%	61
2014 Q3	$212K	Sell	1,718 -318	-16%	-$39K	0.16%	62
2014 Q2	$244K	Sell	2,036 -399	-16%	-$44.6K	0.21%	58
2014 Q1	$266K	Buy	2,435 +273	+13%	+$29.9K	0.21%	56
2013 Q4	$249K	Buy	+2,162	New	+$223K	0.26%	54

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 $1T AUM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

GM Advisory Group's AMP Position: Q4 2018 in Review

GM Advisory Group sold out of Ameriprise Financial (AMP) in Q4 2018, closing a stake of 1,416 shares — an estimated $209K sold.

GM Advisory Group first reported a position in AMP in Q4 2013 and held it in 11 quarters. The position peaked at $297K in Q4 2017. 768 funds tracked by Wall St. Rank hold AMP as of Q4 2018.

GM Advisory Group reported no remaining Ameriprise Financial position as of Q4 2018 after selling out during the quarter.
GM Advisory Group sold 1,416 Ameriprise Financial shares in Q4 2018, an estimated $209K.
GM Advisory Group first reported a position in Ameriprise Financial in Q4 2013 and held it in 11 quarters.
GM Advisory Group's Ameriprise Financial position peaked at $297K in Q4 2017.
768 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2018.

Based on GM Advisory Group's 13F filing for Q4 2018, filed 13 Feb 2019.