Hefty Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Hefty Wealth 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 Q1	$4K	Hold	30	–	–	﹤0.01%	213
2017 Q4	$5K	Hold	30	–	–	﹤0.01%	210
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	210
2017 Q2	$3K	Hold	30	–	–	﹤0.01%	209
2017 Q1	$3K	Hold	30	–	–	﹤0.01%	212
2016 Q4	$3K	Hold	30	–	–	﹤0.01%	203
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	220
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	191
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	200
2015 Q4	$3K	Buy	+30	New	+$3.35K	﹤0.01%	177

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Hefty Wealth Partners's AMP Position: Q1 2018 in Review

Hefty Wealth Partners held its Ameriprise Financial (AMP) position steady in Q1 2018 at 30 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Hefty Wealth Partners first reported a position in AMP in Q4 2015 and has held it in 10 quarters since. The position peaked at $5K in Q4 2017. 810 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

Hefty Wealth Partners held 30 shares of Ameriprise Financial worth $4K as of Q1 2018.
Hefty Wealth Partners left its Ameriprise Financial share count unchanged in Q1 2018.
Ameriprise Financial made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #213 holding.
Hefty Wealth Partners first reported a position in Ameriprise Financial in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Ameriprise Financial position peaked at $5K in Q4 2017.
810 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.