Shine Investment Advisory Services’s Ameriprise Financial AMP Stock Holding History

Shine Investment Advisory Services’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 Q3	$72K	Hold	465	–	–	0.02%	238
2020 Q2	$70K	Hold	465	–	–	0.03%	237
2020 Q1	$48K	Hold	465	–	–	0.02%	269
2019 Q4	$77K	Hold	465	–	–	0.03%	246
2019 Q3	$68K	Hold	465	–	–	0.03%	246
2019 Q2	$67K	Hold	465	–	–	0.03%	253
2019 Q1	$60K	Hold	465	–	–	0.03%	270
2018 Q4	$49K	Hold	465	–	–	0.02%	282
2018 Q3	$69K	Sell	465 -35	-7%	-$5.01K	0.04%	248
2018 Q2	$70K	Hold	500	–	–	0.04%	242
2018 Q1	$74K	Hold	500	–	–	0.04%	224
2017 Q4	$85K	Hold	500	–	–	0.04%	202
2017 Q3	$74K	Hold	500	–	–	0.04%	220
2017 Q2	$64K	Buy	+500	New	+$63.5K	0.03%	230

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Shine Investment Advisory Services's AMP Position: Q3 2020 in Review

Shine Investment Advisory Services held its Ameriprise Financial (AMP) position steady in Q3 2020 at 465 shares worth $72K. The position accounts for 0.02% of the portfolio, ranked #238.

Shine Investment Advisory Services first reported a position in AMP in Q2 2017 and has held it in 14 quarters since. The position peaked at $85K in Q4 2017. 771 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

Shine Investment Advisory Services held 465 shares of Ameriprise Financial worth $72K as of Q3 2020.
Shine Investment Advisory Services left its Ameriprise Financial share count unchanged in Q3 2020.
Ameriprise Financial made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #238 holding.
Shine Investment Advisory Services first reported a position in Ameriprise Financial in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Ameriprise Financial position peaked at $85K in Q4 2017.
771 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.