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Shorepoint Capital Partners’s Ameriprise Financial AMP Stock Holding History

Shorepoint Capital Partners’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
-1,290
Closed -$215K – 79
2019
Q4 		$215K Sell
1,290
-93
-7% -$14.4K 0.12% 86
2019
Q3 		$203K Sell
1,383
-97
-7% -$13.6K 0.12% 89
2019
Q2 		$215K Sell
1,480
-6,566
-82% -$949K 0.12% 87
2019
Q1 		$1.03M Buy
+8,046
New +$999K 0.58% 53

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

Shorepoint Capital Partners's AMP Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 1,290 shares — an estimated $215K sold.

Shorepoint Capital Partners first reported a position in AMP in Q1 2019 and held it in 4 quarters. The position peaked at $1.03M in Q1 2019. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Shorepoint Capital Partners reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 1,290 Ameriprise Financial shares in Q1 2020, an estimated $215K.
  • Shorepoint Capital Partners first reported a position in Ameriprise Financial in Q1 2019 and held it in 4 quarters.
  • Shorepoint Capital Partners's Ameriprise Financial position peaked at $1.03M in Q1 2019.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.