Next Capital Management’s Ameriprise Financial AMP Stock Holding History

Next Capital Management’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	–	Sell	-164	Closed	-$24K	–	281
2019 Q2	$24K	Buy	+164	New	+$23.7K	0.02%	247

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

Next Capital Management's AMP Position: Q3 2019 in Review

Next Capital Management sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 164 shares — an estimated $24K sold.

Next Capital Management first reported a position in AMP in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 754 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

Next Capital Management reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 164 Ameriprise Financial shares in Q3 2019, an estimated $24K.
Next Capital Management first reported a position in Ameriprise Financial in Q2 2019 and held it in 1 quarter.
Next Capital Management's Ameriprise Financial position peaked at $24K in Q2 2019.
754 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.