James Investment Research’s Ameriprise Financial AMP Stock Holding History

James Investment Research’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	-11,800	Closed	-$1.75M	–	790
2018 Q1	$1.75M	Buy	11,800 +1,200	+11%	+$196K	0.07%	394
2017 Q4	$1.8M	Sell	10,600 -600	-5%	-$96.1K	0.06%	356
2017 Q3	$1.66M	Buy	+11,200	New	+$1.56M	0.06%	372
2017 Q2	–	Sell	-140	Closed	-$18K	–	715
2017 Q1	$18K	Buy	+140	New	+$17.3K	﹤0.01%	597

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 $3.38T AUM 44.17% 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

James Investment Research's AMP Position: Q2 2018 in Review

James Investment Research sold out of Ameriprise Financial (AMP) in Q2 2018, closing a stake of 11,800 shares — an estimated $1.75M sold.

James Investment Research first reported a position in AMP in Q1 2017 and held it in 4 quarters. The position peaked at $1.8M in Q4 2017. 775 funds tracked by Wall St. Rank hold AMP as of Q2 2018.

James Investment Research reported no remaining Ameriprise Financial position as of Q2 2018 after selling out during the quarter.
James Investment Research sold 11,800 Ameriprise Financial shares in Q2 2018, an estimated $1.75M.
James Investment Research first reported a position in Ameriprise Financial in Q1 2017 and held it in 4 quarters.
James Investment Research's Ameriprise Financial position peaked at $1.8M in Q4 2017.
775 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2018.

Based on James Investment Research's 13F filing for Q2 2018, filed 19 Jul 2018.