KCS Wealth Advisory’s Ameriprise Financial AMP Stock Holding History

KCS Wealth 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
2019 Q4	–	Sell	-174	Closed	-$25.6K	–	163
2019 Q3	$25.6K	Buy	+174	New	+$24.4K	0.02%	285

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

KCS Wealth Advisory's AMP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 174 shares — an estimated $25.6K sold.

KCS Wealth Advisory first reported a position in AMP in Q3 2019 and held it in 1 quarter. The position peaked at $25.6K in Q3 2019. 827 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

KCS Wealth Advisory reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 174 Ameriprise Financial shares in Q4 2019, an estimated $25.6K.
KCS Wealth Advisory first reported a position in Ameriprise Financial in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Ameriprise Financial position peaked at $25.6K in Q3 2019.
827 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.