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Invictus RG’s Ameriprise Financial AMP Stock Holding History

Invictus RG’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
-2,878
Closed -$427K – 253
2017
Q3 		$427K Buy
2,878
+1,548
+116% +$216K 0.39% 80
2017
Q2 		$169K Sell
1,330
-1,411
-51% -$179K 0.12% 306
2017
Q1 		$355K Buy
+2,741
New +$339K 0.24% 145
2016
Q4 		– Sell
-1,064
Closed -$106K – 624
2016
Q3 		$106K Buy
+1,064
New +$103K 0.08% 410

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

Invictus RG's AMP Position: Q4 2017 in Review

Invictus RG sold out of Ameriprise Financial (AMP) in Q4 2017, closing a stake of 2,878 shares — an estimated $427K sold.

Invictus RG first reported a position in AMP in Q3 2016 and held it in 4 quarters. The position peaked at $427K in Q3 2017. 817 funds tracked by Wall St. Rank hold AMP as of Q4 2017.

  • Invictus RG reported no remaining Ameriprise Financial position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 2,878 Ameriprise Financial shares in Q4 2017, an estimated $427K.
  • Invictus RG first reported a position in Ameriprise Financial in Q3 2016 and held it in 4 quarters.
  • Invictus RG's Ameriprise Financial position peaked at $427K in Q3 2017.
  • 817 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.