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Homrich & Berg’s Ameriprise Financial AMP Stock Holding History

Homrich & Berg’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
2017
Q4 		– Sell
-2,053
Closed -$305K – 340
2017
Q3 		$305K Buy
+2,053
New +$287K 0.02% 247
2016
Q1 		– Sell
-1,962
Closed -$209K – 260
2015
Q4 		$209K Sell
1,962
-57
-3% -$6.37K 0.02% 242
2015
Q3 		$220K Buy
+2,019
New +$238K 0.02% 241

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Homrich & Berg's AMP Position: Q4 2017 in Review

Homrich & Berg sold out of Ameriprise Financial (AMP) in Q4 2017, closing a stake of 2,053 shares — an estimated $305K sold.

Homrich & Berg first reported a position in AMP in Q3 2015 and held it in 3 quarters. The position peaked at $305K in Q3 2017. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

  • Homrich & Berg reported no remaining Ameriprise Financial position as of Q4 2017 after selling out during the quarter.
  • Homrich & Berg sold 2,053 Ameriprise Financial shares in Q4 2017, an estimated $305K.
  • Homrich & Berg first reported a position in Ameriprise Financial in Q3 2015 and held it in 3 quarters.
  • Homrich & Berg's Ameriprise Financial position peaked at $305K in Q3 2017.
  • 817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.