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Marietta Investment Partners’s Ameriprise Financial AMP Stock Holding History

Marietta Investment Partners’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
2018
Q1 		– Sell
-11,164
Closed -$1.89M – 132
2017
Q4 		$1.89M Buy
+11,164
New +$1.79M 0.54% 49
2015
Q2 		– Sell
-3,185
Closed -$417K – 114
2015
Q1 		$417K Buy
+3,185
New +$420K 0.16% 88

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS Group
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VOYA Investment Management
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Marietta Investment Partners's AMP Position: Q1 2018 in Review

Marietta Investment Partners sold out of Ameriprise Financial (AMP) in Q1 2018, closing a stake of 11,164 shares — an estimated $1.89M sold.

Marietta Investment Partners first reported a position in AMP in Q1 2015 and held it in 2 quarters. The position peaked at $1.89M in Q4 2017. 809 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

  • Marietta Investment Partners reported no remaining Ameriprise Financial position as of Q1 2018 after selling out during the quarter.
  • Marietta Investment Partners sold 11,164 Ameriprise Financial shares in Q1 2018, an estimated $1.89M.
  • Marietta Investment Partners first reported a position in Ameriprise Financial in Q1 2015 and held it in 2 quarters.
  • Marietta Investment Partners's Ameriprise Financial position peaked at $1.89M in Q4 2017.
  • 809 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Marietta Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.