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Princeton Portfolio Strategies Group’s Ameriprise Financial AMP Stock Holding History

Princeton Portfolio Strategies 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
2018
Q1 		– Sell
-1,220
Closed -$207K – 151
2017
Q4 		$207K Buy
+1,220
New +$195K 0.06% 151
2016
Q2 		– Sell
-2,931
Closed -$276K – 139
2016
Q1 		$276K Buy
+2,931
New +$263K 0.09% 125

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Princeton Portfolio Strategies Group's AMP Position: Q1 2018 in Review

Princeton Portfolio Strategies Group sold out of Ameriprise Financial (AMP) in Q1 2018, closing a stake of 1,220 shares — an estimated $207K sold.

Princeton Portfolio Strategies Group first reported a position in AMP in Q1 2016 and held it in 2 quarters. The position peaked at $276K in Q1 2016. 809 funds tracked by Wall St. Rank hold AMP as of Q1 2018.

  • Princeton Portfolio Strategies Group reported no remaining Ameriprise Financial position as of Q1 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 1,220 Ameriprise Financial shares in Q1 2018, an estimated $207K.
  • Princeton Portfolio Strategies Group first reported a position in Ameriprise Financial in Q1 2016 and held it in 2 quarters.
  • Princeton Portfolio Strategies Group's Ameriprise Financial position peaked at $276K in Q1 2016.
  • 809 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q1 2018, filed 15 May 2018.