Miles Capital’s Ameriprise Financial AMP Stock Holding History

Miles Capital’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	$558K	Buy	5,449 +1,667	+44%	+$247K	0.6%	42
2019 Q4	$630K	Sell	3,782 -103	-3%	-$16K	0.51%	57
2019 Q3	$571K	Buy	+3,885	New	+$544K	0.47%	60
2015 Q4	–	Sell	-5,030	Closed	-$549K	–	164
2015 Q3	$549K	Sell	5,030 -113	-2%	-$13.3K	0.39%	69
2015 Q2	$643K	Sell	5,143 -22	-0.4%	-$2.8K	0.42%	63
2015 Q1	$676K	Buy	+5,165	New	+$680K	0.4%	60

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Miles Capital's AMP Position: Q1 2020 in Review

Miles Capital increased its Ameriprise Financial (AMP) stake by 44% in Q1 2020, buying an estimated $247K and bringing the position to 5,449 shares worth $558K. The position accounts for 0.6% of the portfolio, ranked #42.

Miles Capital first reported a position in AMP in Q1 2015 and has held it in 6 quarters since. The position peaked at $676K in Q1 2015. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

Miles Capital held 5,449 shares of Ameriprise Financial worth $558K as of Q1 2020.
Miles Capital bought 1,667 Ameriprise Financial shares in Q1 2020, an estimated $247K.
Ameriprise Financial made up 0.6% of Miles Capital's portfolio in Q1 2020, its #42 holding.
Miles Capital first reported a position in Ameriprise Financial in Q1 2015 and has held it in 6 quarters since.
Miles Capital's Ameriprise Financial position peaked at $676K in Q1 2015.
705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.