Osborn Williams & Donohoe’s Ameriprise Financial AMP Stock Holding History

Osborn Williams & Donohoe’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	$2.58M	Buy	25,141 +8,926	+55%	+$1.32M	0.34%	82
2019 Q4	$2.7M	Buy	16,215 +622	+4%	+$96.4K	0.27%	95
2019 Q3	$2.29M	Buy	15,593 +7,411	+91%	+$1.04M	0.23%	107
2019 Q2	$1.19M	Buy	8,182 +3,210	+65%	+$464K	0.12%	160
2019 Q1	$694K	Buy	+4,972	New	+$617K	0.07%	212
2018 Q4	–	Sell	-1,357	Closed	-$200K	–	219
2018 Q3	$200K	Buy	+1,357	New	+$194K	0.03%	222

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Osborn Williams & Donohoe's AMP Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its Ameriprise Financial (AMP) stake by 55% in Q1 2020, buying an estimated $1.32M and bringing the position to 25,141 shares worth $2.58M. The position accounts for 0.34% of the portfolio, ranked #82.

Osborn Williams & Donohoe first reported a position in AMP in Q3 2018 and has held it in 6 quarters since. The position peaked at $2.7M in Q4 2019. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

Osborn Williams & Donohoe held 25,141 shares of Ameriprise Financial worth $2.58M as of Q1 2020.
Osborn Williams & Donohoe bought 8,926 Ameriprise Financial shares in Q1 2020, an estimated $1.32M.
Ameriprise Financial made up 0.34% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #82 holding.
Osborn Williams & Donohoe first reported a position in Ameriprise Financial in Q3 2018 and has held it in 6 quarters since.
Osborn Williams & Donohoe's Ameriprise Financial position peaked at $2.7M in Q4 2019.
705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.