Newfound Research’s Ameriprise Financial AMP Stock Holding History

Newfound Research’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 Q2	–	Sell	-11	Closed	-$1K	–	60
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	49
2019 Q4	$2K	Sell	11 -5	-31%	-$775	﹤0.01%	80
2019 Q3	$2K	Buy	16 +1	+7%	+$140	﹤0.01%	92
2019 Q2	$2K	Buy	15 +2	+15%	+$289	﹤0.01%	89
2019 Q1	$2K	Hold	13	–	–	﹤0.01%	83
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	86
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	103
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	89
2018 Q1	$2K	Buy	13 +11	+550%	+$1.79K	﹤0.01%	92
2017 Q4	$0	Hold	2	–	–	﹤0.01%	186
2017 Q3	$0	Buy	2 +1	+100%	+$140	﹤0.01%	177
2017 Q2	$0	Hold	1	–	–	﹤0.01%	176
2017 Q1	$0	Hold	1	–	–	﹤0.01%	173
2016 Q4	$0	Hold	1	–	–	﹤0.01%	136
2016 Q3	$0	Hold	1	–	–	﹤0.01%	143
2016 Q2	$0	Buy	+1	New	+$97	﹤0.01%	137

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 $3.38T AUM 44.17% 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 AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Newfound Research's AMP Position: Q2 2020 in Review

Newfound Research sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Newfound Research first reported a position in AMP in Q2 2016 and held it in 16 quarters. The position peaked at $2K in Q4 2019. 756 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

Newfound Research reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 11 Ameriprise Financial shares in Q2 2020, an estimated $1K.
Newfound Research first reported a position in Ameriprise Financial in Q2 2016 and held it in 16 quarters.
Newfound Research's Ameriprise Financial position peaked at $2K in Q4 2019.
756 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.