Patten Group’s Ameriprise Financial AMP Stock Holding History

Patten Group’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 Q1	–	Sell	-310	Closed	-$32K	–	207
2018 Q4	$32K	Hold	310	–	–	0.02%	330
2018 Q3	$46K	Hold	310	–	–	0.02%	330
2018 Q2	$43K	Hold	310	–	–	0.02%	338
2018 Q1	$46K	Hold	310	–	–	0.02%	335
2017 Q4	$53K	Hold	310	–	–	0.02%	332
2017 Q3	$46K	Hold	310	–	–	0.02%	332
2017 Q2	$46K	Hold	310	–	–	0.02%	330
2017 Q1	$40K	Hold	310	–	–	0.02%	329
2016 Q4	$35K	Hold	310	–	–	0.02%	336
2016 Q3	$30.6K	Hold	310	–	–	0.01%	364
2016 Q2	$27.9K	Hold	310	–	–	0.01%	366
2016 Q1	$29.1K	Hold	310	–	–	0.01%	366
2015 Q4	$33K	Hold	310	–	–	0.02%	356
2015 Q3	$33.8K	Hold	310	–	–	0.02%	317
2015 Q2	$38.7K	Buy	+310	New	+$39.5K	0.02%	316

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

Norges Bank Oslo, Norway $1T AUM

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Patten Group's AMP Position: Q1 2019 in Review

Patten Group sold out of Ameriprise Financial (AMP) in Q1 2019, closing a stake of 310 shares — an estimated $32K sold.

Patten Group first reported a position in AMP in Q2 2015 and held it in 15 quarters. The position peaked at $53K in Q4 2017. 762 funds tracked by Wall St. Rank hold AMP as of Q1 2019.

Patten Group reported no remaining Ameriprise Financial position as of Q1 2019 after selling out during the quarter.
Patten Group sold 310 Ameriprise Financial shares in Q1 2019, an estimated $32K.
Patten Group first reported a position in Ameriprise Financial in Q2 2015 and held it in 15 quarters.
Patten Group's Ameriprise Financial position peaked at $53K in Q4 2017.
762 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.