RMAM
AMP icon

Raab & Moskowitz Asset Management’s Ameriprise Financial AMP Stock Holding History

Raab & Moskowitz Asset 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
2020
Q1 		– Sell
-142
Closed -$23K – 149
2019
Q4 		$23K Buy
+142
New +$22K 0.01% 325
2018
Q4 		– Sell
-133
Closed -$19K – 169
2018
Q3 		$19K Buy
+133
New +$19K 0.01% 355
2015
Q1 		– Sell
-225
Closed -$30K – 125
2014
Q4 		$30K Buy
+225
New +$28.5K 0.02% 238

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Raab & Moskowitz Asset Management's AMP Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 142 shares — an estimated $23K sold.

Raab & Moskowitz Asset Management first reported a position in AMP in Q4 2014 and held it in 3 quarters. The position peaked at $30K in Q4 2014. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 142 Ameriprise Financial shares in Q1 2020, an estimated $23K.
  • Raab & Moskowitz Asset Management first reported a position in Ameriprise Financial in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's Ameriprise Financial position peaked at $30K in Q4 2014.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.