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Wealthfront’s Ameriprise Financial AMP Stock Holding History

Wealthfront’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 		$1.14M Buy
7,743
+4,717
+156% +$675K 0.01% 229
2018
Q2 		$423K Sell
3,026
-3,234
-52% -$458K ﹤0.01% 390
2018
Q1 		$926K Buy
6,260
+484
+8% +$79K 0.01% 271
2017
Q4 		$979K Buy
5,776
+1,652
+40% +$265K 0.01% 228
2017
Q3 		$612K Sell
4,124
-102
-2% -$14.2K 0.01% 290
2017
Q2 		$538K Buy
4,226
+420
+11% +$53.3K 0.01% 257
2017
Q1 		$494K Buy
3,806
+499
+15% +$61.8K 0.01% 227
2016
Q4 		$367K Sell
3,307
-214
-6% -$22.6K 0.01% 256
2016
Q3 		$351K Buy
3,521
+189
+6% +$18.3K 0.01% 247
2016
Q2 		$299K Buy
3,332
+336
+11% +$32.5K 0.01% 256
2016
Q1 		$282K Buy
+2,996
New +$269K 0.01% 248
2015
Q4 		– Sell
-1,306
Closed -$143K – 334
2015
Q3 		$143K Sell
1,306
-1,005
-43% -$119K 0.01% 345
2015
Q2 		$289K Buy
2,311
+324
+16% +$41.3K 0.01% 200
2015
Q1 		$260K Buy
1,987
+387
+24% +$51K 0.01% 194
2014
Q4 		$212K Buy
1,600
+327
+26% +$41.4K 0.01% 199
2014
Q3 		$157K Buy
1,273
+510
+67% +$62.6K 0.01% 194
2014
Q2 		$93K Buy
763
+254
+50% +$28.4K 0.01% 239
2014
Q1 		$57K Buy
+509
New +$55.7K 0.01% 231

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Wealthfront's AMP Position: Q3 2018 in Review

Wealthfront increased its Ameriprise Financial (AMP) stake by 156% in Q3 2018, buying an estimated $675K and bringing the position to 7,743 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #229.

Wealthfront first reported a position in AMP in Q1 2014 and has held it in 18 quarters since. 779 funds tracked by Wall St. Rank hold AMP as of Q3 2018.

  • Wealthfront held 7,743 shares of Ameriprise Financial worth $1.14M as of Q3 2018.
  • Wealthfront bought 4,717 Ameriprise Financial shares in Q3 2018, an estimated $675K.
  • Ameriprise Financial made up 0.01% of Wealthfront's portfolio in Q3 2018, its #229 holding.
  • Wealthfront first reported a position in Ameriprise Financial in Q1 2014 and has held it in 18 quarters since.
  • 779 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.