Nicholas Investment Partners’s Ameriprise Financial AMP Stock Holding History

Nicholas Investment Partners’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 Q2	–	Sell	-53,640	Closed	-$7.94M	–	223
2018 Q1	$7.94M	Sell	53,640 -8,108	-13%	-$1.32M	0.57%	28
2017 Q4	$10.5M	Buy	61,748 +12,382	+25%	+$1.98M	0.69%	20
2017 Q3	$7.33M	Buy	+49,366	New	+$6.89M	0.51%	43
2017 Q2	–	Sell	-30,560	Closed	-$3.96M	–	243
2017 Q1	$3.96M	Buy	+30,560	New	+$3.78M	0.28%	128

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Nicholas Investment Partners's AMP Position: Q2 2018 in Review

Nicholas Investment Partners sold out of Ameriprise Financial (AMP) in Q2 2018, closing a stake of 53,640 shares — an estimated $7.94M sold.

Nicholas Investment Partners first reported a position in AMP in Q1 2017 and held it in 4 quarters. The position peaked at $10.5M in Q4 2017. 776 funds tracked by Wall St. Rank hold AMP as of Q2 2018.

Nicholas Investment Partners reported no remaining Ameriprise Financial position as of Q2 2018 after selling out during the quarter.
Nicholas Investment Partners sold 53,640 Ameriprise Financial shares in Q2 2018, an estimated $7.94M.
Nicholas Investment Partners first reported a position in Ameriprise Financial in Q1 2017 and held it in 4 quarters.
Nicholas Investment Partners's Ameriprise Financial position peaked at $10.5M in Q4 2017.
776 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2018.

Based on Nicholas Investment Partners's 13F filing for Q2 2018, filed 14 Aug 2018.