PVWM
AMP icon

Point View Wealth Management’s Ameriprise Financial AMP Stock Holding History

Point View Wealth Management’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
Q1 		– Sell
-1,224
Closed -$207K – 258
2017
Q4 		$207K Buy
+1,224
New +$196K 0.1% 230

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 $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Point View Wealth Management's AMP Position: Q1 2018 in Review

Point View Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2018, closing a stake of 1,224 shares — an estimated $207K sold.

Point View Wealth Management first reported a position in AMP in Q4 2017 and held it in 1 quarter. The position peaked at $207K in Q4 2017. 810 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

  • Point View Wealth Management reported no remaining Ameriprise Financial position as of Q1 2018 after selling out during the quarter.
  • Point View Wealth Management sold 1,224 Ameriprise Financial shares in Q1 2018, an estimated $207K.
  • Point View Wealth Management first reported a position in Ameriprise Financial in Q4 2017 and held it in 1 quarter.
  • Point View Wealth Management's Ameriprise Financial position peaked at $207K in Q4 2017.
  • 810 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Point View Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.