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Wasatch Advisors’s Ameriprise Financial AMP Stock Holding History

Wasatch Advisors’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
2018
Q3 		– Sell
-3,850
Closed -$539K – 233
2018
Q2 		$539K Buy
3,850
+800
+26% +$113K 0.01% 265
2018
Q1 		$451K Sell
3,050
-2,414
-44% -$394K 0.01% 280
2017
Q4 		$926K Buy
5,464
+1,500
+38% +$240K 0.01% 258
2017
Q3 		$589K Buy
3,964
+1,200
+43% +$168K 0.01% 296
2017
Q2 		$352K Buy
+2,764
New +$351K ﹤0.01% 329
2016
Q4 		– Sell
-2,055
Closed -$205K – 361
2016
Q3 		$205K Sell
2,055
-15,638
-88% -$1.52M ﹤0.01% 354
2016
Q2 		$1.59M Sell
17,693
-5,900
-25% -$570K 0.02% 280
2016
Q1 		$2.25M Sell
23,593
-28,907
-55% -$2.59M 0.03% 251
2015
Q4 		$5.59M Sell
52,500
-17,200
-25% -$1.92M 0.08% 204
2015
Q3 		$7.61M Hold
69,700
– – 0.1% 185
2015
Q2 		$8.71M Buy
69,700
+20,000
+40% +$2.55M 0.09% 200
2015
Q1 		$6.5M Sell
49,700
-4,000
-7% -$527K 0.07% 210
2014
Q4 		$7.1M Buy
53,700
+14,000
+35% +$1.77M 0.07% 209
2014
Q3 		$4.9M Buy
39,700
+6,400
+19% +$785K 0.05% 246
2014
Q2 		$4M Hold
33,300
– – 0.04% 272
2014
Q1 		$3.67M Hold
33,300
– – 0.04% 279
2013
Q4 		$3.83M Sell
33,300
-30,000
-47% -$3.1M 0.04% 262
2013
Q3 		$5.76M Hold
63,300
– – 0.06% 232
2013
Q2 		$5.12M Buy
+63,300
New +$4.92M 0.06% 254

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Wasatch Advisors's AMP Position: Q3 2018 in Review

Wasatch Advisors sold out of Ameriprise Financial (AMP) in Q3 2018, closing a stake of 3,850 shares — an estimated $539K sold.

Wasatch Advisors first reported a position in AMP in Q2 2013 and held it in 19 quarters. The position peaked at $8.71M in Q2 2015. 778 funds tracked by Wall St. Rank hold AMP as of Q3 2018.

  • Wasatch Advisors reported no remaining Ameriprise Financial position as of Q3 2018 after selling out during the quarter.
  • Wasatch Advisors sold 3,850 Ameriprise Financial shares in Q3 2018, an estimated $539K.
  • Wasatch Advisors first reported a position in Ameriprise Financial in Q2 2013 and held it in 19 quarters.
  • Wasatch Advisors's Ameriprise Financial position peaked at $8.71M in Q2 2015.
  • 778 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2018.

Based on Wasatch Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.