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Wealthcare Capital Management’s Ameriprise Financial AMP Stock Holding History

Wealthcare Capital Management’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
Q1 		– Sell
-14
Closed -$2K – 265
2019
Q4 		$2K Buy
+14
New +$2.17K ﹤0.01% 390
2015
Q2 		– Sell
-230
Closed – – 404
2015
Q1 		$0 Buy
+230
New +$30.3K ﹤0.01% 918

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wealthcare Capital Management's AMP Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 14 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in AMP in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 14 Ameriprise Financial shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Ameriprise Financial in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Ameriprise Financial position peaked at $2K in Q4 2019.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.