Sullivan, Bruyette, Speros & Blaney’s Ameriprise Financial AMP Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021 Q1	$267K	Sell	1,149 -4	-0.3%	-$865	0.01%	255
2020 Q4	$224K	Buy	1,153 +291	+34%	+$52.1K	0.01%	266
2020 Q3	$133K	Hold	862	–	–	0.01%	303
2020 Q2	$129K	Buy	+862	New	+$111K	0.01%	288
2020 Q1	–	Sell	-862	Closed	-$144K	–	301
2019 Q4	$144K	Hold	862	–	–	0.01%	294
2019 Q3	$127K	Buy	+862	New	+$121K	0.01%	297

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Sullivan, Bruyette, Speros & Blaney's AMP Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Ameriprise Financial (AMP) stake by 0.35% in Q1 2021, selling an estimated $865 and leaving 1,149 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #255.

Sullivan, Bruyette, Speros & Blaney first reported a position in AMP in Q3 2019 and has held it in 6 quarters since. 883 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 1,149 shares of Ameriprise Financial worth $267K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney sold 4 Ameriprise Financial shares in Q1 2021, an estimated $865.
Ameriprise Financial made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #255 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Ameriprise Financial in Q3 2019 and has held it in 6 quarters since.
883 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.