Kavar Capital Partners Group’s Ameriprise Financial AMP Stock Holding History

Kavar Capital Partners Group’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
2019 Q3	–	Sell	-13	Closed	-$2K	–	147
2019 Q2	$2K	Buy	+13	New	+$1.88K	﹤0.01%	464
2016 Q1	–	Sell	-41	Closed	-$4K	–	108
2015 Q4	$4K	Hold	41	–	–	﹤0.01%	312
2015 Q3	$4K	Hold	41	–	–	﹤0.01%	315
2015 Q2	$5K	Buy	+41	New	+$5.23K	﹤0.01%	329

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Kavar Capital Partners Group's AMP Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 13 shares — an estimated $2K sold.

Kavar Capital Partners Group first reported a position in AMP in Q2 2015 and held it in 4 quarters. The position peaked at $5K in Q2 2015. 755 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

Kavar Capital Partners Group reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 13 Ameriprise Financial shares in Q3 2019, an estimated $2K.
Kavar Capital Partners Group first reported a position in Ameriprise Financial in Q2 2015 and held it in 4 quarters.
Kavar Capital Partners Group's Ameriprise Financial position peaked at $5K in Q2 2015.
755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.