Wellesley Investment Partners’s Ameriprise Financial AMP Stock Holding History

Wellesley Investment Partners’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	$508K	Sell	3,298 -757	-19%	-$117K	0.17%	60
2020 Q2	$608K	Sell	4,055 -1,125	-22%	-$144K	0.22%	52
2020 Q1	$530K	Sell	5,180 -350	-6%	-$51.9K	0.21%	54
2019 Q4	$921K	Buy	5,530 +825	+18%	+$128K	0.28%	48
2019 Q3	$692K	Buy	4,705 +223	+5%	+$31.2K	0.23%	59
2019 Q2	$650K	Sell	4,482 -1,571	-26%	-$227K	0.22%	62
2019 Q1	$775K	Sell	6,053 -866	-13%	-$107K	0.27%	63
2018 Q4	$722K	Buy	6,919 +231	+3%	+$29K	0.26%	66
2018 Q3	$987K	Buy	6,688 +429	+7%	+$61.4K	0.32%	54
2018 Q2	$875K	Buy	6,259 +534	+9%	+$75.7K	0.3%	60
2018 Q1	$846K	Buy	5,725 +4,465	+354%	+$728K	0.3%	61
2017 Q4	$213K	Buy	+1,260	New	+$202K	0.08%	121

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wellesley Investment Partners's AMP Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Ameriprise Financial (AMP) stake by 19% in Q3 2020, selling an estimated $117K and leaving 3,298 shares worth $508K. The position accounts for 0.17% of the portfolio, ranked #60.

Wellesley Investment Partners first reported a position in AMP in Q4 2017 and has held it in 12 quarters since. The position peaked at $987K in Q3 2018. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

Wellesley Investment Partners held 3,298 shares of Ameriprise Financial worth $508K as of Q3 2020.
Wellesley Investment Partners sold 757 Ameriprise Financial shares in Q3 2020, an estimated $117K.
Ameriprise Financial made up 0.17% of Wellesley Investment Partners's portfolio in Q3 2020, its #60 holding.
Wellesley Investment Partners first reported a position in Ameriprise Financial in Q4 2017 and has held it in 12 quarters since.
Wellesley Investment Partners's Ameriprise Financial position peaked at $987K in Q3 2018.
770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.