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Whitener Capital Management’s Ameriprise Financial AMP Stock Holding History

Whitener 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
2019
Q4 		– Sell
-300
Closed -$44K – 155
2019
Q3 		$44K Hold
300
– – 0.02% 236
2019
Q2 		$43K Hold
300
– – 0.02% 238
2019
Q1 		$38K Hold
300
– – 0.02% 238
2018
Q4 		$31K Hold
300
– – 0.02% 227
2018
Q3 		$44K Buy
+300
New +$42.9K 0.03% 214
2018
Q2 		– Sell
-300
Closed -$44K – 137
2018
Q1 		$44K Sell
300
-118
-28% -$19.2K 0.03% 204
2017
Q4 		$70K Buy
+418
New +$67K 0.06% 164

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 $3.38T AUM 44.17% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Whitener Capital Management's AMP Position: Q4 2019 in Review

Whitener Capital Management sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 300 shares — an estimated $44K sold.

Whitener Capital Management first reported a position in AMP in Q4 2017 and held it in 7 quarters. The position peaked at $70K in Q4 2017. 828 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

  • Whitener Capital Management reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 300 Ameriprise Financial shares in Q4 2019, an estimated $44K.
  • Whitener Capital Management first reported a position in Ameriprise Financial in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Ameriprise Financial position peaked at $70K in Q4 2017.
  • 828 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.