SMH
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Sanders Morris Harris’s Ameriprise Financial AMP Stock Holding History

Sanders Morris Harris’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
-5,870
Closed -$969K – 157
2019
Q4 		$969K Hold
5,870
– – 0.22% 114
2019
Q3 		$811K Hold
5,870
– – 0.2% 107
2019
Q2 		$848K Buy
+5,870
New +$848K 0.22% 99

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

Sanders Morris Harris's AMP Position: Q1 2020 in Review

Sanders Morris Harris sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 5,870 shares — an estimated $969K sold.

Sanders Morris Harris first reported a position in AMP in Q2 2019 and held it in 3 quarters. The position peaked at $969K in Q4 2019. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Sanders Morris Harris reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 5,870 Ameriprise Financial shares in Q1 2020, an estimated $969K.
  • Sanders Morris Harris first reported a position in Ameriprise Financial in Q2 2019 and held it in 3 quarters.
  • Sanders Morris Harris's Ameriprise Financial position peaked at $969K in Q4 2019.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.