Groesbeck Investment Management’s Ameriprise Financial AMP Stock Holding History

Groesbeck Investment 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 Q2	–	Sell	-1,500	Closed	-$222K	–	95
2018 Q1	$222K	Sell	1,500 -400	-21%	-$65.3K	0.16%	86
2017 Q4	$322K	Hold	1,900	–	–	0.23%	76
2017 Q3	$282K	Hold	1,900	–	–	0.2%	80
2017 Q2	$242K	Hold	1,900	–	–	0.18%	84
2017 Q1	$246K	Hold	1,900	–	–	0.18%	83
2016 Q4	$211K	Buy	+1,900	New	+$201K	0.16%	85
2016 Q2	–	Sell	-2,370	Closed	-$223K	–	83
2016 Q1	$223K	Hold	2,370	–	–	0.16%	77
2015 Q4	$252K	Hold	2,370	–	–	0.16%	77
2015 Q3	$259K	Hold	2,370	–	–	0.16%	72
2015 Q2	$296K	Buy	2,370 +470	+25%	+$59.9K	0.14%	77
2015 Q1	$249K	Hold	1,900	–	–	0.12%	83
2014 Q4	$251K	Hold	1,900	–	–	0.12%	84
2014 Q3	$234K	Sell	1,900 -200	-10%	-$24.5K	0.11%	83
2014 Q2	$252K	Buy	+2,100	New	+$235K	0.11%	81

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Groesbeck Investment Management's AMP Position: Q2 2018 in Review

Groesbeck Investment Management sold out of Ameriprise Financial (AMP) in Q2 2018, closing a stake of 1,500 shares — an estimated $222K sold.

Groesbeck Investment Management first reported a position in AMP in Q2 2014 and held it in 14 quarters. The position peaked at $322K in Q4 2017. 775 funds tracked by Wall St. Rank hold AMP as of Q2 2018.

Groesbeck Investment Management reported no remaining Ameriprise Financial position as of Q2 2018 after selling out during the quarter.
Groesbeck Investment Management sold 1,500 Ameriprise Financial shares in Q2 2018, an estimated $222K.
Groesbeck Investment Management first reported a position in Ameriprise Financial in Q2 2014 and held it in 14 quarters.
Groesbeck Investment Management's Ameriprise Financial position peaked at $322K in Q4 2017.
775 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2018.

Based on Groesbeck Investment Management's 13F filing for Q2 2018, filed 10 Aug 2018.