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Rational Advisors’s Ameriprise Financial AMP Stock Holding History

Rational 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
2020
Q4 		– Sell
-34
Closed -$5K – 223
2020
Q3 		$5K Sell
34
-527
-94% -$81.2K ﹤0.01% 363
2020
Q2 		$85K Buy
+561
New +$71.9K 0.04% 166
2020
Q1 		– Sell
-312
Closed -$52K – 178
2019
Q4 		$52K Buy
312
+176
+129% +$27.3K 0.02% 353
2019
Q3 		$20K Sell
136
-1,369
-91% -$192K 0.01% 453
2019
Q2 		$218K Buy
1,505
+1,385
+1,154% +$200K 0.08% 206
2019
Q1 		$15K Buy
120
+7
+6% +$869 ﹤0.01% 404
2018
Q4 		$12K Buy
113
+97
+606% +$12.2K ﹤0.01% 380
2018
Q3 		$2K Sell
16
-14,414
-100% -$2.06M ﹤0.01% 457
2018
Q2 		$2.02M Buy
14,430
+14,366
+22,447% +$2.04M 0.95% 26
2018
Q1 		$9K Buy
+64
New +$10.4K ﹤0.01% 381
2015
Q3 		$9K Hold
78
– – ﹤0.01% 340
2015
Q2 		$10K Hold
78
– – ﹤0.01% 345
2015
Q1 		$10K Sell
78
-52
-40% -$6.85K ﹤0.01% 347
2014
Q4 		$17K Buy
+130
New +$16.4K ﹤0.01% 365
2013
Q4 		$22K Sell
195
-13
-6% -$1.34K ﹤0.01% 725
2013
Q3 		$19K Hold
208
– – ﹤0.01% 764
2013
Q2 		$17K Buy
+208
New +$16.2K ﹤0.01% 767

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 $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rational Advisors's AMP Position: Q4 2020 in Review

Rational Advisors sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 34 shares — an estimated $5K sold.

Rational Advisors first reported a position in AMP in Q2 2013 and held it in 17 quarters. The position peaked at $2.02M in Q2 2018. 852 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

  • Rational Advisors reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 34 Ameriprise Financial shares in Q4 2020, an estimated $5K.
  • Rational Advisors first reported a position in Ameriprise Financial in Q2 2013 and held it in 17 quarters.
  • Rational Advisors's Ameriprise Financial position peaked at $2.02M in Q2 2018.
  • 852 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.