Omnia Family Wealth’s Ameriprise Financial AMP Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-216	Closed	-$28K	–	124
2019 Q1	$28K	Hold	216	–	–	0.01%	190
2018 Q4	$23K	Hold	216	–	–	0.01%	188
2018 Q3	$32K	Hold	216	–	–	0.01%	180
2018 Q2	$30K	Hold	216	–	–	0.01%	184
2018 Q1	$32K	Hold	216	–	–	0.01%	175
2017 Q4	$37K	Hold	216	–	–	0.02%	176
2017 Q3	$32K	Hold	216	–	–	0.02%	178
2017 Q2	$27K	Hold	216	–	–	0.01%	195
2017 Q1	$28K	Hold	216	–	–	0.01%	191
2016 Q4	$24K	Buy	+216	New	+$22.8K	0.01%	206

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Omnia Family Wealth's AMP Position: Q2 2019 in Review

Omnia Family Wealth sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 216 shares — an estimated $28K sold.

Omnia Family Wealth first reported a position in AMP in Q4 2016 and held it in 10 quarters. The position peaked at $37K in Q4 2017. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

Omnia Family Wealth reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 216 Ameriprise Financial shares in Q2 2019, an estimated $28K.
Omnia Family Wealth first reported a position in Ameriprise Financial in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Ameriprise Financial position peaked at $37K in Q4 2017.
802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.