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Westover Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Westover Capital 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
Q4 		– Sell
-4,570
Closed -$675K – 111
2018
Q3 		$675K Buy
+4,570
New +$654K 0.34% 70

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Westover Capital Advisors's AMP Position: Q4 2018 in Review

Westover Capital Advisors sold out of Ameriprise Financial (AMP) in Q4 2018, closing a stake of 4,570 shares — an estimated $675K sold.

Westover Capital Advisors first reported a position in AMP in Q3 2018 and held it in 1 quarter. The position peaked at $675K in Q3 2018. 767 funds tracked by Wall St. Rank hold AMP as of Q4 2018.

  • Westover Capital Advisors reported no remaining Ameriprise Financial position as of Q4 2018 after selling out during the quarter.
  • Westover Capital Advisors sold 4,570 Ameriprise Financial shares in Q4 2018, an estimated $675K.
  • Westover Capital Advisors first reported a position in Ameriprise Financial in Q3 2018 and held it in 1 quarter.
  • Westover Capital Advisors's Ameriprise Financial position peaked at $675K in Q3 2018.
  • 767 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2018.

Based on Westover Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.