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Oakbrook Investments’s Ameriprise Financial AMP Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-3,312
Closed -$552K – 104
2019
Q4 		$552K Sell
3,312
-7,325
-69% -$1.14M 0.11% 301
2019
Q3 		$1.56M Sell
10,637
-2,375
-18% -$333K 0.1% 147
2019
Q2 		$1.89M Sell
13,012
-430
-3% -$62.2K 0.11% 136
2019
Q1 		$1.72M Sell
13,442
-500
-4% -$62.1K 0.1% 155
2018
Q4 		$1.46M Buy
13,942
+615
+5% +$77.2K 0.1% 157
2018
Q3 		$1.97M Buy
13,327
+3,200
+32% +$458K 0.11% 154
2018
Q2 		$1.42M Sell
10,127
-2,658
-21% -$377K 0.09% 157
2018
Q1 		$1.89M Buy
12,785
+355
+3% +$57.9K 0.12% 138
2017
Q4 		$2.11M Sell
12,430
-1,975
-14% -$316K 0.13% 117
2017
Q3 		$2.14M Buy
14,405
+4,800
+50% +$670K 0.14% 130
2017
Q2 		$1.22M Sell
9,605
-3,445
-26% -$437K 0.08% 181
2017
Q1 		$1.69M Sell
13,050
-1,500
-10% -$186K 0.11% 155
2016
Q4 		$1.61M Sell
14,550
-2,900
-17% -$306K 0.11% 163
2016
Q3 		$1.74M Sell
17,450
-2,550
-13% -$247K 0.11% 165
2016
Q2 		$1.8M Buy
20,000
+3,500
+21% +$338K 0.1% 175
2016
Q1 		$1.55M Sell
16,500
-3,150
-16% -$282K 0.1% 165
2015
Q4 		$2.09M Buy
19,650
+8,300
+73% +$928K 0.13% 136
2015
Q3 		$1.24M Sell
11,350
-11,500
-50% -$1.36M 0.08% 226
2015
Q2 		$2.85M Sell
22,850
-1,525
-6% -$194K 0.17% 124
2015
Q1 		$3.19M Sell
24,375
-3,975
-14% -$524K 0.17% 134
2014
Q4 		$3.75M Buy
+28,350
New +$3.59M 0.2% 111
2014
Q3 		– Sell
-62,117
Closed -$7.45M – 528
2014
Q2 		$7.45M Buy
62,117
+15,125
+32% +$1.69M 0.23% 113
2014
Q1 		$5.17M Sell
46,992
-14,619
-24% -$1.6M 0.16% 145
2013
Q4 		$7.09M Sell
61,611
-10,639
-15% -$1.1M 0.2% 127
2013
Q3 		$6.58M Sell
72,250
-15,180
-17% -$1.34M 0.19% 126
2013
Q2 		$7.07M Buy
+87,430
New +$6.8M 0.2% 121

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Oakbrook Investments's AMP Position: Q1 2020 in Review

Oakbrook Investments sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 3,312 shares — an estimated $552K sold.

Oakbrook Investments first reported a position in AMP in Q2 2013 and held it in 26 quarters. The position peaked at $7.45M in Q2 2014. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Oakbrook Investments reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 3,312 Ameriprise Financial shares in Q1 2020, an estimated $552K.
  • Oakbrook Investments first reported a position in Ameriprise Financial in Q2 2013 and held it in 26 quarters.
  • Oakbrook Investments's Ameriprise Financial position peaked at $7.45M in Q2 2014.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.