Portland Global Advisors’s Ameriprise Financial AMP Stock Holding History

Portland Global Advisors’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	-1,302	Closed	-$221K	–	100
2017 Q4	$221K	Buy	+1,302	New	+$209K	0.08%	96
2015 Q3	–	Sell	-1,677	Closed	-$210K	–	99
2015 Q2	$210K	Buy	+1,677	New	+$214K	0.11%	100
2015 Q1	–	Sell	-1,527	Closed	-$202K	–	110
2014 Q4	$202K	Buy	+1,527	New	+$193K	0.1%	112

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Portland Global Advisors's AMP Position: Q1 2018 in Review

Portland Global Advisors sold out of Ameriprise Financial (AMP) in Q1 2018, closing a stake of 1,302 shares — an estimated $221K sold.

Portland Global Advisors first reported a position in AMP in Q4 2014 and held it in 3 quarters. The position peaked at $221K in Q4 2017. 810 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

Portland Global Advisors reported no remaining Ameriprise Financial position as of Q1 2018 after selling out during the quarter.
Portland Global Advisors sold 1,302 Ameriprise Financial shares in Q1 2018, an estimated $221K.
Portland Global Advisors first reported a position in Ameriprise Financial in Q4 2014 and held it in 3 quarters.
Portland Global Advisors's Ameriprise Financial position peaked at $221K in Q4 2017.
810 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Portland Global Advisors's 13F filing for Q1 2018, filed 4 May 2018.