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Lourd Capital’s Ameriprise Financial AMP Stock Holding History

Lourd Capital’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
Q1 		– Sell
-2,492
Closed -$260K – 137
2018
Q4 		$260K Sell
2,492
-25
-1% -$3.14K 0.02% 218
2018
Q3 		$372K Buy
+2,517
New +$360K 0.02% 178
2018
Q1 		– Sell
-2,688
Closed -$456K – 129
2017
Q4 		$456K Buy
+2,688
New +$431K 0.03% 167

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lourd Capital's AMP Position: Q1 2019 in Review

Lourd Capital sold out of Ameriprise Financial (AMP) in Q1 2019, closing a stake of 2,492 shares — an estimated $260K sold.

Lourd Capital first reported a position in AMP in Q4 2017 and held it in 3 quarters. The position peaked at $456K in Q4 2017. 761 funds tracked by Wall St. Rank hold AMP as of Q1 2019.

  • Lourd Capital reported no remaining Ameriprise Financial position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 2,492 Ameriprise Financial shares in Q1 2019, an estimated $260K.
  • Lourd Capital first reported a position in Ameriprise Financial in Q4 2017 and held it in 3 quarters.
  • Lourd Capital's Ameriprise Financial position peaked at $456K in Q4 2017.
  • 761 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.