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SL Advisors’s Ameriprise Financial AMP Stock Holding History

SL 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
2019
Q4 		– Sell
-10,000
Closed -$5K – 50
2019
Q3 		$5K Hold
10,000
– – 0.01% 53
2019
Q2 		$4K Hold
10,000
– – 0.01% 55
2019
Q1 		$5K Hold
10,000
– – 0.01% 55
2018
Q4 		$4K Buy
+10,000
New +$1.26M 0.01% 56

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SL Advisors's AMP Position: Q4 2019 in Review

SL Advisors sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 10,000 shares — an estimated $5K sold.

SL Advisors first reported a position in AMP in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2019. 827 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

  • SL Advisors reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
  • SL Advisors sold 10,000 Ameriprise Financial shares in Q4 2019, an estimated $5K.
  • SL Advisors first reported a position in Ameriprise Financial in Q4 2018 and held it in 4 quarters.
  • SL Advisors's Ameriprise Financial position peaked at $5K in Q3 2019.
  • 827 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on SL Advisors's 13F filing for Q4 2019, filed 28 Jan 2020.