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Mark Sheptoff Financial Planning’s Ameriprise Financial AMP Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-400
Closed -$67K – 339
2019
Q4 		$67K Buy
+400
New +$62K 0.04% 133
2015
Q4 		– Sell
-43
Closed -$5K – 383
2015
Q3 		$5K Buy
+43
New +$5.07K ﹤0.01% 283

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMP Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 400 shares — an estimated $67K sold.

Mark Sheptoff Financial Planning first reported a position in AMP in Q3 2015 and held it in 2 quarters. The position peaked at $67K in Q4 2019. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Ameriprise Financial shares in Q1 2020, an estimated $67K.
  • Mark Sheptoff Financial Planning first reported a position in Ameriprise Financial in Q3 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Ameriprise Financial position peaked at $67K in Q4 2019.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.