Kaizen Advisory’s Ameriprise Financial AMP Stock Holding History

Kaizen Advisory’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 Q4	$41K	Buy	389 +29	+8%	+$3.64K	0.03%	362
2018 Q3	$53K	Hold	360	–	–	0.03%	324
2018 Q2	$50K	Buy	360 +215	+148%	+$30.5K	0.03%	329
2018 Q1	$21K	Hold	145	–	–	0.02%	319
2017 Q4	$25K	Buy	+145	New	+$23.2K	0.01%	283

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Kaizen Advisory's AMP Position: Q4 2018 in Review

Kaizen Advisory increased its Ameriprise Financial (AMP) stake by 8.1% in Q4 2018, buying an estimated $3.64K and bringing the position to 389 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #362.

Kaizen Advisory first reported a position in AMP in Q4 2017 and has held it in 5 quarters since. The position peaked at $53K in Q3 2018. 767 funds tracked by Wall St. Rank hold AMP as of Q4 2018.

Kaizen Advisory held 389 shares of Ameriprise Financial worth $41K as of Q4 2018.
Kaizen Advisory bought 29 Ameriprise Financial shares in Q4 2018, an estimated $3.64K.
Ameriprise Financial made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #362 holding.
Kaizen Advisory first reported a position in Ameriprise Financial in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Ameriprise Financial position peaked at $53K in Q3 2018.
767 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.