UR
AMP icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

USCA RIA's AMP Position: Q3 2020 in Review

USCA RIA sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 11,810 shares — an estimated $1.77M sold.

USCA RIA first reported a position in AMP in Q4 2015 and held it in 14 quarters. The position peaked at $3.75M in Q4 2019. 771 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • USCA RIA reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
  • USCA RIA sold 11,810 Ameriprise Financial shares in Q3 2020, an estimated $1.77M.
  • USCA RIA first reported a position in Ameriprise Financial in Q4 2015 and held it in 14 quarters.
  • USCA RIA's Ameriprise Financial position peaked at $3.75M in Q4 2019.
  • 771 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on USCA RIA's 13F filing for Q3 2020, filed 27 Oct 2020.