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Marino Stram & Associates’s Ameriprise Financial AMP Stock Holding History

Marino Stram & Associates’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
-77
Closed -$10K – 103
2019
Q1 		$10K Buy
77
+1
+1% +$124 0.01% 300
2018
Q4 		$8K Buy
76
+5
+7% +$628 0.01% 296
2018
Q3 		$10K Hold
71
– – 0.01% 298
2018
Q2 		$10K Hold
71
– – 0.01% 297
2018
Q1 		$11K Hold
71
– – 0.01% 297
2017
Q4 		$12K Buy
+71
New +$11.4K 0.01% 291

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Aristotle Capital Management
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

Marino Stram & Associates's AMP Position: Q2 2019 in Review

Marino Stram & Associates sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 77 shares — an estimated $10K sold.

Marino Stram & Associates first reported a position in AMP in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q4 2017. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

  • Marino Stram & Associates reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 77 Ameriprise Financial shares in Q2 2019, an estimated $10K.
  • Marino Stram & Associates first reported a position in Ameriprise Financial in Q4 2017 and held it in 6 quarters.
  • Marino Stram & Associates's Ameriprise Financial position peaked at $12K in Q4 2017.
  • 802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.