Williams Jones & Associates’s Ameriprise Financial AMP Stock Holding History

Williams Jones & Associates’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 Q2	$853K	Buy	5,873 +81	+1%	+$11.7K	0.02%	220
2019 Q1	$742K	Sell	5,792 -21	-0.4%	-$2.61K	0.02%	229
2018 Q4	$607K	Sell	5,813 -200	-3%	-$25.1K	0.02%	233
2018 Q3	$888K	Hold	6,013	–	–	0.02%	242
2018 Q2	$841K	Buy	6,013 +167	+3%	+$23.7K	0.02%	241
2018 Q1	$865K	Buy	5,846 +33	+0.6%	+$5.38K	0.02%	240
2017 Q4	$985K	Buy	5,813 +92	+2%	+$14.7K	0.02%	235
2017 Q3	$850K	Sell	5,721 -21	-0.4%	-$2.93K	0.02%	235
2017 Q2	$731K	Hold	5,742	–	–	0.02%	251
2017 Q1	$745K	Hold	5,742	–	–	0.02%	247
2016 Q4	$637K	Buy	5,742 +42	+0.7%	+$4.43K	0.02%	251
2016 Q3	$569K	Hold	5,700	–	–	0.02%	262
2016 Q2	$512K	Buy	+5,700	New	+$551K	0.02%	261

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Williams Jones & Associates's AMP Position: Q2 2019 in Review

Williams Jones & Associates increased its Ameriprise Financial (AMP) stake by 1.4% in Q2 2019, buying an estimated $11.7K and bringing the position to 5,873 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #220.

Williams Jones & Associates first reported a position in AMP in Q2 2016 and has held it in 13 quarters since. The position peaked at $985K in Q4 2017. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

Williams Jones & Associates held 5,873 shares of Ameriprise Financial worth $853K as of Q2 2019.
Williams Jones & Associates bought 81 Ameriprise Financial shares in Q2 2019, an estimated $11.7K.
Ameriprise Financial made up 0.02% of Williams Jones & Associates's portfolio in Q2 2019, its #220 holding.
Williams Jones & Associates first reported a position in Ameriprise Financial in Q2 2016 and has held it in 13 quarters since.
Williams Jones & Associates's Ameriprise Financial position peaked at $985K in Q4 2017.
802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.