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Muhlenkamp & Co’s Ameriprise Financial AMP Stock Holding History

Muhlenkamp & Co’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
-1,500
Closed -$254K – 40
2017
Q4 		$254K Sell
1,500
-100
-6% -$16K 0.08% 65
2017
Q3 		$238K Hold
1,600
– – 0.07% 65
2017
Q2 		$204K Hold
1,600
– – 0.06% 70
2017
Q1 		$207K Buy
+1,600
New +$198K 0.06% 75

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Muhlenkamp & Co's AMP Position: Q1 2018 in Review

Muhlenkamp & Co sold out of Ameriprise Financial (AMP) in Q1 2018, closing a stake of 1,500 shares — an estimated $254K sold.

Muhlenkamp & Co first reported a position in AMP in Q1 2017 and held it in 4 quarters. The position peaked at $254K in Q4 2017. 810 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

  • Muhlenkamp & Co reported no remaining Ameriprise Financial position as of Q1 2018 after selling out during the quarter.
  • Muhlenkamp & Co sold 1,500 Ameriprise Financial shares in Q1 2018, an estimated $254K.
  • Muhlenkamp & Co first reported a position in Ameriprise Financial in Q1 2017 and held it in 4 quarters.
  • Muhlenkamp & Co's Ameriprise Financial position peaked at $254K in Q4 2017.
  • 810 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Muhlenkamp & Co's 13F filing for Q1 2018, filed 11 May 2018.