PRW Wealth Management’s Ameriprise Financial AMP Stock Holding History

PRW 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
2019 Q2	–	Sell	-32	Closed	-$4K	–	96
2019 Q1	$4K	Hold	32	–	–	﹤0.01%	402
2018 Q4	$4K	Buy	+32	New	+$4.02K	0.01%	399

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

PRW Wealth Management's AMP Position: Q2 2019 in Review

PRW Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 32 shares — an estimated $4K sold.

PRW Wealth Management first reported a position in AMP in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

PRW Wealth Management reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 32 Ameriprise Financial shares in Q2 2019, an estimated $4K.
PRW Wealth Management first reported a position in Ameriprise Financial in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Ameriprise Financial position peaked at $4K in Q1 2019.
802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.