Squar Milner Financial Services’s Ameriprise Financial AMP Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-625	Closed	-$64K	–	235
2020 Q1	$64K	Hold	625	–	–	0.04%	339
2019 Q4	$104K	Buy	+625	New	+$96.8K	0.05%	316
2019 Q3	–	Sell	-969	Closed	-$141K	–	242
2019 Q2	$141K	Buy	969 +448	+86%	+$64.8K	0.1%	216
2019 Q1	$66K	Hold	521	–	–	0.05%	294
2018 Q4	$54K	Buy	521 +43	+9%	+$5.4K	0.05%	281
2018 Q3	$71K	Buy	478 +81	+20%	+$11.6K	0.06%	267
2018 Q2	$56K	Buy	+397	New	+$56.3K	0.05%	312

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

Squar Milner Financial Services's AMP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 625 shares — an estimated $64K sold.

Squar Milner Financial Services first reported a position in AMP in Q2 2018 and held it in 7 quarters. The position peaked at $141K in Q2 2019. 756 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

Squar Milner Financial Services reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 625 Ameriprise Financial shares in Q2 2020, an estimated $64K.
Squar Milner Financial Services first reported a position in Ameriprise Financial in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Ameriprise Financial position peaked at $141K in Q2 2019.
756 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.