USCA RIA’s Ameriprise Financial AMP Stock Holding History

USCA RIA’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 Q3	–	Sell	-11,810	Closed	-$1.77M	–	468
2020 Q2	$1.77M	Buy	11,810 +351	+3%	+$45K	0.16%	134
2020 Q1	$1.17M	Sell	11,459 -11,025	-49%	-$1.63M	0.14%	163
2019 Q4	$3.75M	Buy	22,484 +102	+0.5%	+$15.8K	0.34%	90
2019 Q3	$3.29M	Buy	22,382 +228	+1%	+$31.9K	0.32%	90
2019 Q2	$3.22M	Sell	22,154 -136	-0.6%	-$19.7K	0.33%	93
2019 Q1	$2.85M	Sell	22,290 -251	-1%	-$31.2K	0.31%	109
2018 Q4	$2.35M	Buy	22,541 +3,621	+19%	+$455K	0.31%	110
2018 Q3	$2.79M	Buy	18,920 +1,058	+6%	+$151K	0.28%	112
2018 Q2	$2.5M	Buy	17,862 +647	+4%	+$91.7K	0.27%	121
2018 Q1	$2.55M	Buy	+17,215	New	+$2.81M	0.28%	111
2017 Q4	–	Sell	-20,850	Closed	-$2.65M	–	431
2017 Q3	$2.65M	Hold	20,850	–	–	0.34%	89
2017 Q2	$2.65M	Buy	+20,850	New	+$2.65M	0.34%	90
2016 Q2	–	Sell	-12,751	Closed	-$1.2M	–	367
2016 Q1	$1.2M	Buy	12,751 +255	+2%	+$22.9K	0.22%	136
2015 Q4	$1.33M	Buy	+12,496	New	+$1.4M	0.29%	109

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

LSV Asset Management

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

American Century Companies

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

Geode Capital Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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