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Southside Capital’s Ameriprise Financial AMP Stock Holding History

Southside Capital’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
-27,334
Closed -$4.02M – 71
2019
Q3 		$4.02M Sell
27,334
-13,200
-33% -$1.85M 1.09% 40
2019
Q2 		$5.88M Hold
40,534
– – 1.72% 29
2019
Q1 		$5.19M Sell
40,534
-11,563
-22% -$1.44M 2.12% 25
2018
Q4 		$5.44M Buy
+52,097
New +$6.54M 3.37% 15

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

Southside Capital's AMP Position: Q4 2019 in Review

Southside Capital sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 27,334 shares — an estimated $4.02M sold.

Southside Capital first reported a position in AMP in Q4 2018 and held it in 4 quarters. The position peaked at $5.88M in Q2 2019. 827 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

  • Southside Capital reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
  • Southside Capital sold 27,334 Ameriprise Financial shares in Q4 2019, an estimated $4.02M.
  • Southside Capital first reported a position in Ameriprise Financial in Q4 2018 and held it in 4 quarters.
  • Southside Capital's Ameriprise Financial position peaked at $5.88M in Q2 2019.
  • 827 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.