Neuburgh Advisers’s Ameriprise Financial AMP Stock Holding History

Neuburgh Advisers’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 Q3	$3.82M	Buy	25,960 +4,840	+23%	+$678K	0.12%	148
2019 Q2	$3.07M	Sell	21,120 -14,828	-41%	-$2.14M	0.1%	166
2019 Q1	$4.61M	Sell	35,948 -4,224	-11%	-$524K	0.16%	127
2018 Q4	$4.19M	Sell	40,172 -18,502	-32%	-$2.32M	0.16%	126
2018 Q3	$8.66M	Sell	58,674 -24,376	-29%	-$3.49M	0.28%	81
2018 Q2	$11.6M	Sell	83,050 -462	-0.6%	-$65.5K	0.39%	61
2018 Q1	$12.4M	Buy	83,512 +616	+0.7%	+$100K	0.43%	60
2017 Q4	$14M	Buy	82,896 +8,558	+12%	+$1.37M	0.5%	49
2017 Q3	$11M	Buy	74,338 +29,436	+66%	+$4.11M	0.41%	60
2017 Q2	$5.71M	Buy	44,902 +12,914	+40%	+$1.64M	0.22%	94
2017 Q1	$4.15M	Buy	31,988 +1,100	+4%	+$136K	0.16%	121
2016 Q4	$3.43M	Buy	+30,888	New	+$3.26M	0.15%	116

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Neuburgh Advisers's AMP Position: Q3 2019 in Review

Neuburgh Advisers increased its Ameriprise Financial (AMP) stake by 23% in Q3 2019, buying an estimated $678K and bringing the position to 25,960 shares worth $3.82M. The position accounts for 0.12% of the portfolio, ranked #148.

Neuburgh Advisers first reported a position in AMP in Q4 2016 and has held it in 12 quarters since. The position peaked at $14M in Q4 2017. 754 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

Neuburgh Advisers held 25,960 shares of Ameriprise Financial worth $3.82M as of Q3 2019.
Neuburgh Advisers bought 4,840 Ameriprise Financial shares in Q3 2019, an estimated $678K.
Ameriprise Financial made up 0.12% of Neuburgh Advisers's portfolio in Q3 2019, its #148 holding.
Neuburgh Advisers first reported a position in Ameriprise Financial in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Ameriprise Financial position peaked at $14M in Q4 2017.
754 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.