M&R Capital Management’s Ameriprise Financial AMP Stock Holding History

M&R Capital Management’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
2020 Q4	–	Sell	-39	Closed	-$6K	–	427
2020 Q3	$6K	Hold	39	–	–	﹤0.01%	385
2020 Q2	$5K	Hold	39	–	–	﹤0.01%	397
2020 Q1	$3K	Hold	39	–	–	﹤0.01%	414
2019 Q4	$6K	Hold	39	–	–	﹤0.01%	413
2019 Q3	$5K	Hold	39	–	–	﹤0.01%	431
2019 Q2	$5K	Buy	+39	New	+$5.64K	﹤0.01%	436
2017 Q2	–	Sell	-15	Closed	-$1K	–	541
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	533
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	528
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	518
2016 Q2	$1K	Buy	+15	New	+$1.45K	﹤0.01%	505

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

M&R Capital Management's AMP Position: Q4 2020 in Review

M&R Capital Management sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 39 shares — an estimated $6K sold.

M&R Capital Management first reported a position in AMP in Q2 2016 and held it in 10 quarters. The position peaked at $6K in Q3 2020. 851 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

M&R Capital Management reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
M&R Capital Management sold 39 Ameriprise Financial shares in Q4 2020, an estimated $6K.
M&R Capital Management first reported a position in Ameriprise Financial in Q2 2016 and held it in 10 quarters.
M&R Capital Management's Ameriprise Financial position peaked at $6K in Q3 2020.
851 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on M&R Capital Management's 13F filing for Q4 2020, filed 5 Jan 2021.