Marco Investment Management’s Ameriprise Financial AMP Stock Holding History

Marco Investment 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
2019 Q2	–	Sell	-4,900	Closed	-$628K	–	180
2019 Q1	$628K	Sell	4,900 -14	-0.3%	-$1.74K	0.12%	108
2018 Q4	$513K	Sell	4,914 -54	-1%	-$6.78K	0.1%	127
2018 Q3	$734K	Sell	4,968 -256	-5%	-$36.6K	0.1%	122
2018 Q2	$731K	Buy	5,224 +313	+6%	+$44.4K	0.11%	119
2018 Q1	$726K	Sell	4,911 -10	-0.2%	-$1.63K	0.11%	120
2017 Q4	$834K	Sell	4,921 -40	-0.8%	-$6.41K	0.13%	113
2017 Q3	$737K	Buy	4,961 +41	+0.8%	+$5.72K	0.12%	125
2017 Q2	$626K	Sell	4,920 -222	-4%	-$28.2K	0.1%	127
2017 Q1	$667K	Sell	5,142 -20	-0.4%	-$2.48K	0.11%	125
2016 Q4	$573K	Hold	5,162	–	–	0.1%	128
2016 Q3	$515K	Hold	5,162	–	–	0.09%	131
2016 Q2	$464K	Hold	5,162	–	–	0.09%	136
2016 Q1	$485K	Hold	5,162	–	–	0.07%	136
2015 Q4	$549K	Hold	5,162	–	–	0.1%	131
2015 Q3	$563K	Hold	5,162	–	–	0.11%	126
2015 Q2	$645K	Hold	5,162	–	–	0.11%	122
2015 Q1	$675K	Hold	5,162	–	–	0.12%	114
2014 Q4	$683K	Sell	5,162 -60	-1%	-$7.59K	0.09%	119
2014 Q3	$644K	Buy	5,222 +100	+2%	+$12.3K	0.09%	117
2014 Q2	$615K	Hold	5,122	–	–	0.12%	113
2014 Q1	$564K	Hold	5,122	–	–	0.12%	112
2013 Q4	$589M	Hold	5,122	–	–	30.98%	2
2013 Q3	$467K	Hold	5,122	–	–	0.11%	127
2013 Q2	$414K	Buy	+5,122	New	+$398K	0.12%	102

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Marco Investment Management's AMP Position: Q2 2019 in Review

Marco Investment Management sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 4,900 shares — an estimated $628K sold.

Marco Investment Management first reported a position in AMP in Q2 2013 and held it in 24 quarters. The position peaked at $589M in Q4 2013. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

Marco Investment Management reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
Marco Investment Management sold 4,900 Ameriprise Financial shares in Q2 2019, an estimated $628K.
Marco Investment Management first reported a position in Ameriprise Financial in Q2 2013 and held it in 24 quarters.
Marco Investment Management's Ameriprise Financial position peaked at $589M in Q4 2013.
802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Marco Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.