MFW
AMP icon

Mosaic Family Wealth’s Ameriprise Financial AMP Stock Holding History

Mosaic Family Wealth’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
-353
Closed -$45K – 186
2019
Q1 		$45K Sell
353
-14
-4% -$1.74K 0.02% 327
2018
Q4 		$38K Hold
367
– – 0.02% 340
2018
Q3 		$46K Sell
367
-62
-14% -$8.87K 0.02% 328
2018
Q2 		$60K Buy
429
+63
+17% +$8.93K 0.02% 285
2018
Q1 		$54K Buy
366
+62
+20% +$10.1K 0.02% 298
2017
Q4 		$52K Buy
304
+216
+245% +$34.6K 0.02% 317
2017
Q3 		$13K Buy
88
+40
+83% +$5.58K 0.01% 537
2017
Q2 		$6K Hold
48
– – ﹤0.01% 543
2017
Q1 		$6K Hold
48
– – ﹤0.01% 543
2016
Q4 		$5K Sell
48
-77
-62% -$8.13K ﹤0.01% 541
2016
Q3 		$12K Sell
125
-38
-23% -$3.68K 0.01% 496
2016
Q2 		$15K Buy
163
+36
+28% +$3.48K 0.01% 477
2016
Q1 		$11K Buy
127
+24
+23% +$2.15K 0.01% 511
2015
Q4 		$10K Buy
+103
New +$11.5K ﹤0.01% 525

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

Mosaic Family Wealth's AMP Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 353 shares — an estimated $45K sold.

Mosaic Family Wealth first reported a position in AMP in Q4 2015 and held it in 14 quarters. The position peaked at $60K in Q2 2018. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 353 Ameriprise Financial shares in Q2 2019, an estimated $45K.
  • Mosaic Family Wealth first reported a position in Ameriprise Financial in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Ameriprise Financial position peaked at $60K in Q2 2018.
  • 802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.